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Quickbooks integration

  • April 22, 2024
  • 6 replies
  • 69 views
Melissa Milano

I feel like my quickbooks integration is kind of a nightmare. How are you syncing quickbooks, square and honeybook if you take payments on site outside of honeybook?

Best answer by Geily Romero

Hi Melissa! I’m so sorry to hear your QB/HB integration may not working correctly. I would say one of the places you could check to see if it’s working properly would be in your QB under chart of accounts, look for an account called “undeposited funds” or “payments to deposit”. See if the balance in there looks accurate, otherwise you may need to have your QB/HB cleaned up, so that your income is reflected accurately on your reports. 
 

As for taking payments on site, outside of HB, if you invoiced through HB, but collected the payment via Stripe or check or ACH or some other way, still mark it “paid by other” on HB so that your HB payments tab is accurate and doesn’t display anything outstanding though it was paid. Also on the QB side, make sure you match the deposit with the HB invoice so that you don’t have any duplicates there either. 
 

Does that help? :)

    6 replies

    Geily Romero
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    • Geily Romero
    • Newcomer
    • Answer
    • April 22, 2024

    Hi Melissa! I’m so sorry to hear your QB/HB integration may not working correctly. I would say one of the places you could check to see if it’s working properly would be in your QB under chart of accounts, look for an account called “undeposited funds” or “payments to deposit”. See if the balance in there looks accurate, otherwise you may need to have your QB/HB cleaned up, so that your income is reflected accurately on your reports. 
     

    As for taking payments on site, outside of HB, if you invoiced through HB, but collected the payment via Stripe or check or ACH or some other way, still mark it “paid by other” on HB so that your HB payments tab is accurate and doesn’t display anything outstanding though it was paid. Also on the QB side, make sure you match the deposit with the HB invoice so that you don’t have any duplicates there either. 
     

    Does that help? :)

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

    So, it sounds like the right track. I’m getting duplicates because there ARE duplicates (Invoices created in HB for client, but payment taken through Square in person). How do you suggest those be matched instead of duplicated?

     

    Geily Romero
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    When you see the Square payment come through to your bank account, you’ll see it show up in the bank feed in QB, match (by hitting “match” or find other matches”) the payment to the HB invoice so that it’s no longer outstanding in QB, and on the HB side classify it as “paid by other”. If you have the Square integration connected to QB as well, you may just need one not both, otherwise you may continue to have duplicates. If you need help cleaning this up and setting up the process for invoices and payments moving forward, let me know if you’d like to book a complimentary 30-min session! 

    Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
    Monica R
    HoneyBook Community Team
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    • Monica RHoneyBook Community Team
    • HoneyBook Community Team
    • May 9, 2024

    Hey @Geily Romero! Thank you for providing those awesome answers and offering your services! 


    @Melissa Milano, if you’re still having issues matching your payments, don’t hesitate to reach out to our Support team at Concierge@HoneyBook.com for further assistance :)

    I’m also including our help center article here.


    Cheers!
    Monica

      Geily Romero
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      Thank you so much @Monica R! :) 

      Geily (Haley) *Financial Advisor & Consultant* l www.cuttingedgefinancialsolutions.com
      Phil M.
      • Phil M.
      • May 22, 2024

      SAME HERE! This was a nightmare between the accountants and aside from disconnecting we had to do some clean up. Same yourself the trouble, avoid connecting quickbooks in HoneyBook.

      -Phil :)

       

      Please upvote my feature request:

       

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