Quickbooks and Honeybook are not communicating properly
I am not the most knowledgable about quickbooks but my accountant and I are struggling to figure out why QB and HB are not communicating properly.
When I go to match a bank transaction with the invoice that is pulled form HB, the amounts are different (I'm assuming due to the HB fees being taken out before the funds are deposited into my bank account). So when I try to match the transaction to the invoice, it won't let me because the amounts don’t match. How do I indicate that the HB fees have been taken out?Â
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From my understanding there is categories and their services. You have to make sure that it is not the category but the service that you are putting into the integration drop-down in the invoice section.Â
Hi Allie!
Using the QB and HB integration, you should see 3 things coming through to your QB:
The invoice for the total (gross amount before fees)Â
A payment for the total (gross amount before fees) linked to it’s corresponding invoiceÂ
A deposit bank deposit -- this one should have the total, the fee, and the net (the same amount that hit the bank)
Could you take one of your client payments and see if you’re able to see these 3 things for them? I’ve attached screenshots of what mines look like so you have an idea what you’re looking for.Â
Something else I could think of, would be if maybe you have an HB Capital Loan that maybe those capital loan payments are not showing up broken down on the deposit, we can look into it further, because they should be showing up on there, but again that would only happen IF you have a Capital Loan, if that’s the case,
