While designed for different purposes, HoneyBook and QuickBooks are two of the most widely recognized client management and financial platforms out there. Renowned for their efficiency, versatility, and affordability, these services have garnered the confidence of many businesses.
As a CRM platform with a strong emphasis on project management, HoneyBook merges client bookings, contract management, invoice generation, and other essential business processes in a unified and user-friendly hub.
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HoneyBook
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QuickBooks Online
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# users
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Unlimited
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Up to 25
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# clients
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Unlimited
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Invoicing
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Expense tracking
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Time tracking
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Quote management
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Bill management
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Recurring billing
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Timesheet sharing
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Taxing
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Multiple tax rates
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Multicurrency
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Bank imports
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Backups
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Clients portal
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1099s printing
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In contrast, QuickBooks is the undisputed leader of online bookkeeping. This online accounting software has cultivated a longstanding reputation as a beacon of strong financial management.
Given how crucial it is to select the best platform for your business needs, it’s worth getting a full understanding of both services, their core features, integrations, ease of use, pricing structures, and quality of customer support. This can equip any potential customers with the means to determine which platform aligns the closest with their business needs.
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Autofill
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Layout personalization
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Collaboration
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Online storage
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Album sharing
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Social media import
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HoneyBook is a command center for various business operations, from generating invoices to managing teams. With every new project, the platform creates a dedicated client page that acts as a centralized hub for sending emails, automating workflows, scheduling meetings, and monitoring payments.
In HoneyBook’s extensive template gallery, users will find various documents, whether they need to build a contract or a professional-looking proposal. As a bonus, HoneyBook includes an in-app e-signature tool and a time tracking feature for team management.
From a financial perspective, HoneyBook doesn’t disappoint. It has its own payment processor, with competitive rates akin to established solutions like PayPal. For added reassurance, businesses can set automatic payment reminders for clients, and a fraud team monitors all transactions.
Although HoneyBook’s reports lack in-depth client analytics, they provide essential insights into the financial performance of projects. Overall, the service has basic yet functional bookkeeping features, offering the intuitive organization of transaction-related data for each project and making it easy to track expenses, profits, and losses.
QuickBooks may not be the first service you think of when looking for a CRM solution. Beyond its payroll and bookkeeping capabilities, this platform can help companies organize their operations – from tracking sales, costs, inventory, and profits to generating invoices and quotes.
In fact, creating invoices with QuickBooks is just as easy as with HoneyBook. Not only do the templates look professional, but they’re also incredibly functional, as users can add foreign currency support and payment gateways for speedy transactions. The best part is that businesses aren’t restricted to only one currency.
QuickBooks also ensures that managing payouts is as effortless as receiving payments. Plus, the service displays data in standard and customizable reports that address specific goals, like reconciling accounts with bank statements. Subscribing to its advanced plan will unlock more financial reporting capabilities, such as custom charts, profitability reports, net/gross revenue tracking, and expense segmentation.
The fundamental difference in purpose between these platforms should be the first thing to consider when comparing them. As a CRM service, it’s no wonder that HoneyBook has better project management features, more automation options, and several organizational tools that remove the need for some third-party integrations.
HoneyBook also comes with basic accounting and financial management options. Still, QuickBooks is the best bookkeeping software on the market, offering features that HoneyBook doesn’t, like budgeting, automatic billing, bank reconciliation, and more. Plus, QuickBooks reports focus less on performance and more on critical financial metrics.
However, unlike HoneyBook, QuickBooks supports nearly every currency. So, when deciding between these two products, consider whether you need a more versatile platform with basic accounting features or a global bookkeeping solution that requires a few integrations to boost its project management abilities.
Since email is the primary means of customer support for HoneyBook, all the main email providers are integrated: Gmail, Outlook, and Hotmail. Partly due to its useful Chrome extension, the HoneyBook integration with Gmail functions well, giving users the means to manage projects both ways instead of solely inside the platform.
Although it doesn’t feature more than ten integrations with third-party tools, HoneyBook connects with other helpful services such as Zapier, Zoom, Facebook and Instagram Leads, and even QuickBooks for better invoice management and bookkeeping.
As one of the main contenders in its industry, QuickBooks integrates with many other popular apps, banks, and credit card companies. It has its own app marketplace, with categories for specific groups, such as CRM, expense management, ecommerce, time tracking, forecasting, and more.
Essentially, QuickBooks’ integrations are what make it such a highly regarded industry favorite. It offers a long list of useful services such as Salesforce, WooCommerce, Shopify, HubSpot, PayPal, and Amazon.
Although HoneyBook integrates smoothly with a few third-party apps, QuickBooks’ extensive ecosystem of integrations takes home the trophy. With the ever-evolving ecommerce surge, QuickBooks’ compatibility with numerous marketplaces and ecommerce tools is what sets it apart in this race. Unfortunately, HoneyBook can only integrate with Shopify via Zapier.
Additionally, there’s the QuickBooks integration with numerous banks and credit card companies. Fundamentally, it’s clear that if syncing information and importing data between apps is your priority, then QuickBooks is the way to go.
Available for every browser as well as for Android and iOS, HoneyBook doesn’t lack device support. Both the web and mobile versions are remarkably easy to use and navigate, with simple, clutter-free layouts and attractive designs.
Explanations accompany all tabs for features, which shows the company’s commitment to ensuring that their clients have swift and pleasant onboarding experiences. As a wonderful extra touch, the mobile app provides a ‘Breathe’ tool that helps users slow down and relax between tasks.
However, the mobile version lacks some important functions, like bookkeeping. To counteract this, it’s best to use HoneyBook’s mobile-optimized web browser, which includes all the features.
For such a comprehensive software that deals with intricate financial matters, QuickBooks is extremely accessible. Both its web version and desktop app have attractive interfaces in peaceful greens and blues, and they’re so easy to explore that even users inexperienced in accounting will feel right at home.
The QuickBooks smartphone app is compatible with iOS and Android. However, it isn’t designed to be an everyday tool, so a few important features like progress billing, payroll managing, and the chart of accounts aren’t available.
Fortunately, QuickBooks knows its audience’s level of expertise varies greatly. Clients can choose to independently run things or purchase the full-service plan where professional accountants take care of every financial aspect of their business. Additionally, every subscription plan includes a completely free guided setup.
Both HoneyBook and QuickBooks deserve a lot of praise for their accessibility and usability. Their designs and layouts are modern and polished, just like the document templates they offer. There are no complaints when it comes to navigating the services, as both strive to keep everything simple and straightforward.
These two platforms pay a lot of attention to client experience, providing helpful onboarding tools and showing consideration for the varying levels of experience among their users. HoneyBook and QuickBooks are available for all major browsers and have native smartphone apps and mobile-optimized versions, which both present the same issues regarding their limitations.
The simplicity of using HoneyBook is also reflected in its pricing structure. There are three plans available – Starter, Essential, and Premium – with each supporting unlimited clients.
While the first tier is perfect for individuals who only need basic CRM tools, the Essential package supports up to two users and introduces advanced features like automation workflows, a scheduler tool, and even QuickBooks integration.
The Premium subscription includes everything that makes HoneyBook an ideal CRM service for project-oriented companies, such as allowing for unlimited team members, priority support, and a dedicated account manager.
For any budget-conscious companies out there, choosing to subscribe to HoneyBook’s annual billing cycle provides significant savings. Plus, to test the platform for free and without commitment there’s a 7-day free trial and a generous 60-day money-back guarantee.
Just like HoneyBook, QuickBooks comes at a great price for such a robust product. It also features three subscription tiers, which are supported by a free guided setup, and include income and expense tracking, cash flow management, and unlimited invoices.
The Simple plan is limited to one user and offers basic reports, while the Plus plan is for up to five users and includes comprehensive reporting, inventory tracking, and bill management. Lastly, Advanced caters to large teams of up to 25 users and includes powerful reporting, 24/7 support, and task automation features.
QuickBooks’ 30-day free trial of the Plus plan doesn’t require any information or credit cards and should you want to keep testing the service, there’s a generous 60-day money-back guarantee.
Keep in mind that QuickBooks’ prices vary between countries and are always changing with frequent promotions, such as offering 50% off or three months completely for free.
HoneyBook and QuickBooks are incredibly competitive and similar. Both have three-tier pricing structures, catering to distinct business needs and sizes. Their higher subscriptions are perfect examples of a great price-to-quality ratio, while the other tiers are a bargain packed with essential tools. Plus, both services are known to offer regular discounts that cut costs considerably.
The key differences, however, lie in the extent of their free trials. Although both platforms provide the same money-back guarantee, HoneyBook has a shorter free trial than QuickBooks. This could be the deal-breaker for businesses wanting to try out one of these services.
HoneyBook’s clients have several communication channels to choose from for support. A customer service team is readily available seven days a week during business hours, through calls (for billing inquiries), live chat, and email. This CRM solution is also active and reachable on social media platforms, particularly Facebook, X, and Instagram.
For self-guided support, HoneyBook maintains an extensive help center with all kinds of resources, from articles to FAQs and video walkthroughs. At least once a week, the platform hosts webinars where experts give talks on all things HoneyBook.
Striving to give clients all the essential resources for navigating the platform independently, QuickBooks has a ‘Learn&Support’ page with dozens of help articles, video tutorials, webinars, and even a community forum for sharing experiences.
Meanwhile, QuickBooks’ support team is only available via email and Facebook Messenger, promising to address queries within one business day. Getting in touch via social media is also possible for pre-sales questions that don’t require technical expertise.
Although HoneyBook and QuickBooks provide excellent customer service, there are a few differences that are noteworthy. HoneyBook seems to value personal support the most, offering more communication channels and promising availability every day during business hours.
Conversely, QuickBooks only offers email and Facebook Messenger support, with replies taking one business day. However, when it comes to providing tools for self-guided help, QuickBooks takes the cake with its comprehensive ‘Learn&Support’ knowledge base and active community forum.
While HoneyBook is a CRM platform that helps businesses provide customers with a better buying experience, QuickBooks is a well-established bookkeeping service that’s mainly used to manage sales accounts and the financial health of businesses.
However, both HoneyBook and QuickBooks offer great solutions for businesses but from different angles. One has robust project management and automation features, the other offers a global bookkeeping solution that supports various currencies. Plus, both have highly competitive pricing structures and are accessible even for the inexperienced.
Choosing between HoneyBook and QuickBooks ultimately depends on a company’s priorities, so making use of the free trials both solutions offer is the ideal first step. Better yet, trying out the integration that connects HoneyBook and QuickBooks could bridge the gap that separates these platforms and ultimately maximize their potential.
Check out our in-depth reviews of HoneyBook and QuickBooks to dive deeper into each of these impressive services.
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