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How do I modify my QB integration?

  • July 10, 2024
  • 5 replies
  • 34 views
Bloomin

Started HB about 6 months ago.  Went through the quick set-up and integrated with QB.

Now that the systems have been in use for a while, I want to modify the account mapping from HB to QB.

How do I do this without disconnecting and re-connecting the two softwares?

Thanks!

Best answer by Geily Romero

I believe what you’re looking for is an option to apply deposits in HB to a later invoice that has the total. This is not an option in HB, at least not at the moment. Perhaps, you could process the deposit and then another invoice for the remaining balance only and make a note on it that the total is $x minus the deposit of $x perviously paid on (date/invoice). 

 

As for having the deposit go to a different account in QB, HB only supports one account for payments to go to, you could however, have another account in QB where you manually transfer the deposits to when they hit your main HB/QB bank account. 

 

Hope that helps! 

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5 replies

Geily Romero
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Hi! 👋 HoneyBook Finance Pro here! Are you looking to change the payment account the payments to go in QB? Did I understand that correctly? 

Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
Bloomin
  • Bloomin
  • Author
  • July 10, 2024

Not really.  I can’t really remember how I mapped the accounts, and if I could get “under the hood” so to speak, I could figure out how to fix my issues.

 

We collect deposits when our client reserves our services.  It’s non-refundable, and applies to the final invoice total.

Clients don’t always have their packages selected when they confirm a booking and pay their deposit.

When the client pays their $200 deposit, I want that to go to a different account in QB than the full contract amount.

Once the Client selects their package, we send an invoice for that full amount.

I would like my invoice template in HB to apply the deposits.  Right now, we are manually applying the payment in HB and it’s messing up my Sales Tax calculation.  Or, we’re applying it as a discount, which also messes up the Sales Tax calculation.  I have to run 5 different reports in QB and HB and reconcile them all.  Its very manual and not sustainable for the growth of the company.

My CPA has told me I need to remit sales tax on the deposits, because it is actual cash collected.  I can handle this one adjustment manually, if necessary, if I can get the sync to do what I want to (as described above).

 

The FAQs tell me to go to Tools/Finance/Payments/QuickBooks. The only clickable link there is to Disconnect or go to FAQs. So, I end up in a circle. There’s no option to modify.

 

Maybe I’m asking too much of this app??

Geily Romero
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  • Geily Romero
  • Newcomer
  • Answer
  • July 11, 2024

I believe what you’re looking for is an option to apply deposits in HB to a later invoice that has the total. This is not an option in HB, at least not at the moment. Perhaps, you could process the deposit and then another invoice for the remaining balance only and make a note on it that the total is $x minus the deposit of $x perviously paid on (date/invoice). 

 

As for having the deposit go to a different account in QB, HB only supports one account for payments to go to, you could however, have another account in QB where you manually transfer the deposits to when they hit your main HB/QB bank account. 

 

Hope that helps! 

Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
    Bloomin
    • Bloomin
    • Author
    • July 11, 2024

    Thanks for your reply! It does answer my questions and gives me some alternatives.

      Geily Romero
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      You’re welcome! Glad it helps :) 

      Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
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