Refunds

Connecting your bank account to HoneyBook is a key step to getting paid. Once connected, funds will be transferred directly to your account whenever a client pays you.

Connect your bank account

Select your profile photo in the top right corner of your screen > select Company SettingsSelect the Bank Details tabDetermine your business entity typeIndividual: You own and run a business, but do not have an EIN (Employer Identification Number)You use your social security number when filing your taxesSole Proprietor: You own and run a business and were issued an EINIf you have filled out an SS-4 Form to register your business with the IRS, you have a government-issued EINIf your organization is a registered nonprofit, select this entity type when connecting your bank account to HoneyBookLLC-Partnership-Corp.: You pay taxes as an LLC, partnership, or corporationIf you have filled out an SS-4 Form to register your business with the IRS, you have a government-issued EINLocate your business entity type and follow the remaining steps to complete the connection