Money Talk

I just started with Honeybook. I signed up for a trial with one email address. Then I signed up for Honeybook with another email address. I want to use the original email address from the trial in my business but now it says I cannot use that email address because it is already being used. How do I cancel it from the trial account so I can use it. Thanks

​@Daria Opendik’s question from our Tax Season, Simplified! webinar with ​@Geily Romero.

 When I set aside a certain percentage of money for taxes owed each quarter, I should be calculating that percentage from the gross revenue, correct? ​@Rachel Auffant’s question from the Tax Season Simplified! webinar with ​@Geily Romero 

When would you suggest to hire an accountant for your business instead of doing it on your own? I am a graphic designer who provides services but as of December 2024 I decided to add in products to sell in my business. What does that look like tax wise? What do I need to know? Charge taxes per product? File taxes quarterly? What do I need to know for filing? I’m thinking maybe $5k income from it this year (not profit, just in total sales). HALP. lol 

​@Jessica Vitorelo’s question from the Tax Season, Simplified! webinar with ​@Geily Romero! 

I provided services for a contractor this last year and he sent me a 1099NEC for the payments, as he paid in Check form.  However, I billed through HB and marked these payments as Paid through the system, so I am worried I will be showing an additional income if I enter both.Would I deduct the 1099 amount from my HB totals, then enter the 1099, or do I enter both? So confused!

My Elderly Parents moved in with me last September and I will be filing both of our taxes this year.  I was wondering if I would claim them as dependents, how that would work, and next year, would I even need to file their taxes, if they were dependents all year here with me?

I am trying to understand why when I started to sign up with Lincoln Bank through HoneyBook, i don't see the payments received from HoneyBook only the invoices.

I’m considering opening a HoneyBook balance account, but I can’t find where to start that process.  Is this available to all users?  Will I need to wait for an invite?  I would like some clarification. 

Thank you Honeybook to providing us with a decent referral amount when people sign on to Honeybook.However, I noticed there’s a promotion going on (i.e. Earn $150 per referral this January! - up from $100) but last year I was already receiving $150 per referral… so has this decreased? If this is the case, it’s a bit misleading or unclear.If anyone has more info on this that would be great. Thanks!

I just added the HB Debit card, but for some reason now the money and client info never hits my actual bank and there is way to transfer that Money over seemless for my bookkeeper.  How can this be fixed. I need this done as soon as possible. 

don’t want to refund a customer who bounced a check and it is marked paid.How do I delete that file

hello, I’ve searched but can’t find the answer to this questionI had a client receive our services last spring and she is just not paying. Not communicating, not paying, nothing. I’m going to write it off but I need for some sort of transaction to take place via her invoice so that it will pull through to quickbooks. Can somebody point me in the right direction?  

Can I record a payment from my client who made the payment through Zelle instead of paying the recurring invoice?

I’m really upset about the removal of the finance tools in HB unless I apply for a HB checking account. This really makes me want to find a new tool for project management, does anyone know a workaround??

Okay, so I’ll start off by saying that I love most of what HB does - that’s why I’m here! But for years now, HB has been marketed and sold as a software for both Americans and Canadians. But as Canadians, we pay the same fee, but have access to less features of the software.We do not have the option of ACH at 1.5% - we can only use the credit card feature. I do understand that there is a conflict with our Interac situation (I was able to discuss with the Finance dept at last year’s Summit.)But in actuality, we don’t have access to all of the finance features at all. We can’t do the HB debit card (not that I would). When I was at Summit last year, it was all pomp and circumstance about the amazing things that HB would be able to do in future including this amazing Finance feature that would allow us to cancel our QB subscriptions. We don’t have any of that, yet we still pay the same price. Don’t get me started that our dollar is atrocious right now, but

I am genuinely curious, has every single employee at Honeybook seen what their direct competitors are doing? 17 Hats has a “Escape from Honeybook” Sale, Dubsado just “extended” their Black Friday sale,. For photographers, they are giving Honeybook users free migration for up to 2 years worth of projects, as well as $7/month for the first 3 months.  What are you going to do about this? You have been silent since your Price Hike announcement, your direct competitors are not.  HOW WILL YOU RESPOND TO THIS?? (Keep in mind, ALOT of us are only here, waiting to see if you take this seriously. Doing nothing shows you are not willing to fight for your customers. A company not willing to fight for my business and my loyalty is not one I will align with.)

I would love edits to be made to the Payments section of the dashboard. I’m going to kinda expose my finances here but I just want to give a clear example of what I mean:All month long I was expected to be making about $8.4k of gross income but we set our payments to all be complete by the 15th of each month. I realized the other day that we had only made about $6.7k and the next payments (the ones in the “upcoming” category) weren’t due until October 1st so there was no more income currently set to come in before the end of the month. When I reached out to the Honeybook team, they said, “this is because things due on October first show as September payments in case they end up processing early! Once they do process in October they are switched to the month they processed in.”This is really unhelpful to me as we plan our expenses for the month. If we do happen to get extra payments, that’s great, but I don’t want to look at the expected gross payment

Is anyone having a issue with honey book finance? My balance page is not loading

Since I started my business, I’ve been looking for a tool that will automatically transfer out a percentage of my deposits for tax purposes, and things like professional development. So I was thrilled to see that HB’s got this feature as part of their debit accounts.  I’m considering applying for this service in the new year, and I wanted to get a vibe check from the community. Has anyone started using this feature? How do you like it? 

I was recently told that Hneybook will be doing away with the Expenses tab altogether. The new “version” of it will be Honeybook Finance, which would require me to use a Honeybook debit card to be able to track my expenses. I was also told manual entry is gone. So, the only way to track expenses is if I were to get this debit card. I’m curious if others are/were actively using the Expenses tab? I really enjoyed getting snapshots of my business all within Honeybok but now I have to figure something else out. 

You just released expenses in May 2024 and it was one of the reasons I signed up. I liked not having to use Quickbooks to track things.October 2024 Honeybook announces they are “sunsetting” expense just 6 months after promoting it. The suggestion is we pay Honeybook for a new checking account instead.Honeybook offering a service that costs us money to replace a service that was free.I don’t need another checking account. I like having a real, local bank.Aren’t the $400 a year subscription I already pay and all the transaction processing fees enough?

I’m looking into starting up a quickbooks situation but I would like to first know if what I’m trying to do is possible and if so, which tier. Aside from the typical integrations I want to be able to connect expenses to an associated event to see final profit of said event as well as profit overall after expenses. Also would like to be able to see income from different products or line items separately.  I was thinking quickbooks would relieve me from having to enter each event and expenses manually since HB would send the events there and my bank account would send the expenses. Is this a thing within quickbooks or is there another solution to achieve this?  

Hi! I just started, and Im trying to add Stripe and Venmo as an option to pay. How can I do that? I keep seeing something about making it a trigger, but what exactly is the trigger I’d use for that? I’m confused...shouldn’t it just be right there after they sign their contract? Thanks :).