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HoneyBook vs QuickBooks: Full Comparison (2026)

HoneyBook vs QuickBooks Online: one handles client bookings and the other handles accounting, but neither covers the full workflow for service businesses.

Freelancers and small business owners often start with one of these tools, then realize the other is needed too. HoneyBook sends proposals, contracts, and invoices, while QuickBooks tracks expenses, runs payroll, and generates tax-ready reports. The overlap is invoicing, and even there, the approach is different. So most users end up paying for both, plus a project management tool on the side.

HoneyBook covers proposals, contracts, e-signatures, invoicing, scheduling, and a client portal, with workflow automation on the Essentials plan. but there is no general ledger, no expense categorization, no profit-and-loss reports, and no tax preparation. HoneyBook integrates with QuickBooks for accounting, which means paying for two subscriptions to get one complete workflow.

QuickBooks Online handles invoicing, expense tracking, receipt capture, mileage tracking, and reporting, with bill management and time tracking on the Essentials plan. but there are no proposals, no contracts, no e-signatures, no client portal, and no scheduling. Sending a proposal or getting a contract signed requires a separate tool like HoneyBook, Dubsado, or Bonsai on top of the QuickBooks subscription.

Plutio covers proposals, contracts, invoicing, project management with Kanban boards, task-level time tracking, and a white-labeled client portal with no per-user fees. If the workflow needs proposals, project management, and billing in one place... Plutio replaces the multi-tool stack.

Last updated February 2026

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Quick comparison (TLDR)

HoneyBook is a client management platform that covers the booking workflow for service businesses. Proposals, contracts with e-signatures, invoicing, scheduling, and a client portal come standard starting at $36/month. The Essentials plan ($59/month) adds workflow automation and Zapier integration. HoneyBook handles the client-facing side of running a service business, from first inquiry to final payment. But there is no accounting engine underneath. No general ledger, no bank reconciliation, no expense categorization, no profit-and-loss statements, and no tax preparation.

QuickBooks Online is accounting software that covers bookkeeping, tax preparation, and financial reporting. Invoicing, expense tracking, receipt capture, mileage logging, and bank reconciliation come standard starting at $38/month (Simple Start). The Essentials plan ($75/month) adds bill management and time tracking for up to 3 users. QuickBooks handles the financial back-end that HoneyBook is missing. But there are no proposals, no contracts, no e-signatures, no scheduling, and no client portal. Getting a contract signed or sending a proposal requires a separate tool.

Key differences at a glance

  • Core purpose: HoneyBook manages client relationships (proposals, contracts, bookings). QuickBooks manages money (expenses, taxes, payroll). The overlap is invoicing, and even there, QuickBooks includes more invoicing options like recurring billing, progress invoicing, and multi-currency support.
  • Proposals and contracts: HoneyBook includes interactive proposals where clients select packages, sign contracts, and pay deposits in one flow. QuickBooks has no proposal or contract feature at all. Sending a quote is possible, but there are no e-signatures and no contract templates.
  • Accounting and tax prep: QuickBooks includes a general ledger, chart of accounts, bank reconciliation, profit-and-loss reports, balance sheets, and 1099 contractor management. HoneyBook has basic income tracking but no real accounting. Most HoneyBook users pay for QuickBooks alongside their HoneyBook subscription.
  • Pricing: HoneyBook Starter costs $36/month ($29/month annual). QuickBooks Simple Start costs $38/month. But the comparison is misleading because the tools do different things. A freelancer who needs both client management and accounting pays $36 + $38 = $74/month minimum for HoneyBook plus QuickBooks.
  • Team access: HoneyBook Premium ($129/month) includes unlimited team members. QuickBooks Simple Start is single-user. QuickBooks Essentials ($75/month) includes 3 users. QuickBooks Plus ($115/month) includes 5 users. Neither platform includes project collaboration tools like shared boards or task assignments.
  • Project management: HoneyBook tracks project status through pipeline stages. QuickBooks Plus ($115/month) includes basic project tracking with income and expense allocation per project. Neither has Kanban boards, task dependencies, or subtasks. Both require a separate tool for task management and team collaboration.

The verdict? HoneyBook handles the client-facing workflow. QuickBooks handles the financial back-end. Most service businesses need both, plus a project management tool. If the workflow needs proposals, Kanban boards, task-level time tracking, and invoicing without paying for three separate tools, Plutio covers all of it for $19/month.

Tired of switching between apps?

One platform covers both workflows

Proposals, contracts, Kanban boards, task-level time tracking, and invoicing. All in one platform for $19/month with no per-user fees.

No credit card required

Plutio - Your entire business, one login away

Proposals, contracts, and e-signatures

A new client needs a proposal with pricing options, a signed contract before work begins, and a deposit payment. Can the platform handle all three steps without a separate tool?

HoneyBook

Interactive proposals with contract and payment in one flow. HoneyBook includes proposal templates where clients view service packages, select options, sign the attached contract, and pay a deposit from a single link. The proposal builder supports custom branding, package selection, and add-on services. E-signatures are built into every plan, and contracts can include merge fields that auto-populate client details. The Essentials plan ($59/month) adds automation so a signed contract can trigger a welcome email, questionnaire, or follow-up sequence without manual action.


  • Interactive proposals with package selection
  • E-signatures on every plan
  • Combined proposal, contract, and payment flow
  • Automation triggers on Essentials plan
  • Templates lean toward creative/event industries, so consultants and agencies often rebuild proposals from scratch
  • No standalone contract library for reuse across clients

VS

QuickBooks Online

Estimates and quotes, but no proposals or contracts. QuickBooks can send estimates (quotes) to clients, and accepted estimates convert into invoices. But there is no proposal builder, no interactive package selection, no contract templates, and no e-signature support. Getting a contract signed requires a separate platform like DocuSign, PandaDoc, or HoneyBook. The estimate feature covers basic quoting (line items, quantities, pricing), but the experience stops at a PDF-style document with an accept button. For service businesses where the proposal is part of the sales process, QuickBooks does not participate in that step at all.


  • Estimates with line items and quantities
  • Accepted estimates convert to invoices
  • No proposal builder
  • No contract templates
  • No e-signature support
  • No combined proposal-contract-payment flow

Invoicing and payments

The work is done and the invoice needs to go out. Can the platform handle deposits, payment plans, recurring billing, and automated follow-ups without manual copying between apps?

HoneyBook

Invoicing tied to the client booking flow. HoneyBook includes invoicing on every plan with support for deposits, payment schedules, and automatic payment reminders. Clients pay through credit card or bank transfer (ACH), with processing fees of 2.9% + $0.25 for cards and 1.5% for bank transfers. Invoices can be attached to proposals and contracts, so clients sign and pay in one step. The payment schedule feature splits a total into milestone-based installments. But recurring invoicing for retainer clients is limited to sending reminders, not automatic charges. Invoice customization is limited to logo, colors, and basic layout without custom fields or line-item formulas, and there is no multi-currency support, no progress invoicing, and no connection to a general ledger.


  • Deposits and payment schedules
  • Automatic payment reminders
  • Invoice attached to proposal and contract
  • No automatic recurring charges
  • No multi-currency support
  • No progress invoicing
  • No general ledger connection

VS

QuickBooks Online

Full invoicing with accounting integration underneath. QuickBooks handles invoicing with recurring billing, progress invoicing, multi-currency support (Plus plan and above), and automatic payment reminders. Payments sync directly with the general ledger, so every paid invoice updates accounts receivable, revenue reports, and tax calculations automatically. Clients pay via credit card, bank transfer (ACH), Apple Pay, or PayPal. QuickBooks also supports batch invoicing for sending multiple invoices at once, and the Plus plan adds the ability to track billable hours against projects. QuickBooks treats invoicing as part of the accounting cycle, not just a payment request, so every paid invoice updates accounts receivable and tax reports without manual entry.


  • Recurring billing with auto-charge
  • Progress invoicing and multi-currency
  • Payments sync to general ledger
  • Batch invoicing for multiple clients
  • No proposal or contract attached to invoices
  • Invoice design customization is limited

Accounting and financial reporting

Tax season arrives and the accountant needs a profit-and-loss statement, a balance sheet, and organized expense categories. Can the platform produce tax-ready financials without a spreadsheet?

HoneyBook

Income tracking only, not accounting. HoneyBook tracks income from invoices and shows basic financial dashboards: total revenue, unpaid invoices, and booking pipeline. The reporting covers sales performance and lead conversion, but there is no general ledger, no chart of accounts, no bank reconciliation, no expense categorization, and no balance sheet. When tax season arrives, the accountant still needs a separate system with categorized expenses, bank transaction matching, and profit-and-loss statements. HoneyBook integrates with QuickBooks, which is the recommended path for accounting, but the integration means paying for both platforms ($36-59/month for HoneyBook plus $38-115/month for QuickBooks).


  • Income and payment tracking
  • Revenue and pipeline dashboards
  • QuickBooks integration for accounting sync
  • No general ledger or chart of accounts
  • No bank reconciliation
  • No profit-and-loss or balance sheet reports
  • No expense categorization

VS

QuickBooks Online

Full double-entry accounting with tax-ready reports. QuickBooks is accounting software at its core. Every plan includes a general ledger, chart of accounts, bank reconciliation, expense categorization, and profit-and-loss reports. The Simple Start plan ($38/month) covers single-user bookkeeping with receipt capture, mileage tracking, and basic reports. The Essentials plan ($75/month) adds bill management and accounts payable. The Plus plan ($115/month) adds per-project income and expense tracking, inventory, and 1099 contractor management. Tax preparation integrates with TurboTax, and accountants can access client books directly through QuickBooks Online Accountant. For the financial back-end of a service business, QuickBooks has been the default platform for years.


  • General ledger and chart of accounts
  • Bank reconciliation on every plan
  • Profit-and-loss, balance sheet, and cash flow reports
  • TurboTax integration for tax prep
  • 1099 contractor management on Plus plan
  • No client management features

Scheduling and client communication

A potential client wants to book a discovery call, and an existing client needs to schedule a project check-in. Can the platform handle appointment booking without a separate scheduling app?

HoneyBook

Scheduling on every plan with calendar sync. HoneyBook includes a scheduling tool on every plan. Clients book meetings by selecting an available time slot from a branded booking page. The scheduling tool syncs with Google Calendar and Apple Calendar, so availability updates in real time. Meeting types include discovery calls, consultations, and project kickoffs, and booking confirmations plus reminders are sent automatically. The Essentials plan adds automated follow-up sequences triggered by a completed meeting. For service businesses that book 5-15 client calls per week, the included scheduling tool removes the need for Calendly or Acuity ($10-16/month saved).


  • Scheduling on every plan
  • Google and Apple Calendar sync
  • Custom meeting types and booking pages
  • Automatic confirmations and reminders
  • No round-robin scheduling for teams
  • No payment collection at booking (without attaching an invoice)

VS

QuickBooks Online

No scheduling features at all. QuickBooks does not include any scheduling, appointment booking, or calendar management features. Booking a discovery call, scheduling a project kickoff, or managing recurring client meetings all require a separate tool. Most QuickBooks users add Calendly ($10-16/month), Acuity ($16-46/month), or Google Calendar (free but no booking pages) alongside their QuickBooks subscription. For service businesses that book 5-15 client calls per week, the absence means adding a separate scheduling tool and managing availability across disconnected calendars. QuickBooks focuses entirely on the financial side and leaves all client-facing interactions to other platforms.


  • No scheduling or appointment booking
  • No calendar management
  • No booking pages for clients
  • No meeting reminders
  • Separate scheduling tool required ($0-46/month)

Project management and task tracking

The contract is signed and the deposit is paid. Now there are weeks of deliverables, revisions, and deadlines to manage. Can the platform track project progress without a separate project management app?

HoneyBook

Pipeline-based project tracking. HoneyBook organizes projects into customizable pipeline stages (inquiry, proposal sent, contract signed, in progress, completed). Each project shows its current status, associated files, payments, and communication history. The pipeline view gives a visual overview of where every client sits in the workflow. But the tracking stops at status labels. There are no Kanban boards with movable cards, no task lists with assignments, no subtasks, no task dependencies, and no time tracking. For photographers managing 10-15 bookings at different stages, the pipeline works. For a designer running a 6-week brand project with multiple deliverables, a separate project management tool like Trello or Asana runs alongside HoneyBook.


  • Customizable pipeline stages
  • Visual project overview
  • Files and payments linked to projects
  • No Kanban boards
  • No task assignments or subtasks
  • No time tracking

VS

QuickBooks Online

Basic project tracking on Plus plan and above. QuickBooks Plus ($115/month) and Advanced ($275/month) include project tracking that allocates income, expenses, and labor costs per project. Each project can log billable hours (Essentials and above), attach transactions, and generate a report showing how much each project earned vs how much it cost. The project feature answers the question "how much did this project cost vs how much did it earn?" But it does not manage tasks, deadlines, or deliverables. There are no task lists, no Kanban boards, no milestone tracking, no subtasks, and no client-visible project status. Projects with Kanban boards, timelines, and task dependencies handle task boards, timelines, and progress tracking that QuickBooks skips entirely.


  • Per-project income vs expense tracking on Plus plan
  • Billable hours per project on Essentials+
  • Income and expense allocation per project
  • No task management or Kanban boards
  • No milestone tracking
  • No client-visible project status
  • Requires Plus plan ($115/month)

Automation and workflow

Repetitive tasks pile up: sending follow-up emails after meetings, reminding clients about unpaid invoices, triggering questionnaires after contract signing. Can the platform automate multi-step sequences?

HoneyBook

Workflow automation on Essentials plan and above. HoneyBook Essentials ($59/month) includes automation workflows that trigger actions based on client events. A signed contract can trigger a welcome email, send a questionnaire, schedule a kickoff call, and create a task for the business owner. The workflow builder supports multi-step sequences with delay timers and conditional paths. The Starter plan ($36/month) has limited automation (basic email templates and reminders only). For businesses onboarding 5-10 clients per month, the automation on Essentials handles follow-up sequences that would otherwise take 1-2 hours per week of manual work.


  • Multi-step automated workflows on Essentials
  • Event-based triggers (sign, pay, book)
  • Delay timers and conditional paths
  • Starter plan has limited automation
  • Automation templates lean toward creative industries, so consultants and agencies need to build workflows from scratch
  • No automation for accounting or expense tasks

VS

QuickBooks Online

Recurring transactions, not workflow automation. QuickBooks automates recurring invoices, recurring expenses, and bank transaction categorization rules. When the same vendor charges a monthly subscription, QuickBooks can auto-categorize the transaction based on rules. Recurring invoices send on a set schedule without manual action. But there is no workflow builder, no multi-step sequences, and no event-based triggers. QuickBooks does not send a follow-up email when an invoice is overdue (beyond basic reminders), and there is no way to chain actions together ("when invoice is paid, send thank-you email and create next project"). The automation is financial, not relational.


  • Recurring invoices on schedule
  • Auto-categorization rules for bank transactions
  • Recurring expense logging
  • No workflow builder
  • No multi-step automation sequences
  • No event-based triggers for client actions

Client portal and branding

Clients expect a professional experience when reviewing proposals, signing contracts, paying invoices, and checking project status. Can the platform deliver a branded client experience?

HoneyBook

Client portal with branded experience. HoneyBook includes a client portal on the Essentials plan ($59/month) where clients access proposals, contracts, invoices, files, and messages in one place. The portal carries the business brand (logo, colors, custom URL slug). The Starter plan ($36/month) provides client-facing documents (proposals, invoices) with branding but not the full portal experience. The client portal reduces back-and-forth emails because clients can find documents, check payment status, and respond to questionnaires without emailing the business owner. True white-labeling with a custom domain is not available, and the HoneyBook URL remains visible.


  • Client portal on Essentials plan
  • Branded proposals and invoices on all plans
  • Centralized client access to all documents
  • Portal requires Essentials plan ($59/month)
  • No custom domain for client portal
  • HoneyBook branding still visible

VS

QuickBooks Online

No client portal at all. QuickBooks does not include a client-facing portal. Invoices arrive as emails with a payment link. Estimates arrive as emails with an accept button. There is no centralized space where clients log in to view their documents, payments, or project status. For businesses where client experience matters (agencies, designers, consultants), the absence of a portal means every document is an email attachment or a payment link, not a branded, organized client space. Platforms with white-labeled client portals give clients a professional experience under the business brand.


  • No client portal
  • No centralized client document access
  • No branded client experience
  • Invoices and estimates sent as email links only

Skip the two-tool stack?

Get proposals, projects, and billing in one app

HoneyBook handles the client side. QuickBooks handles the money side. Plutio handles proposals, Kanban boards, task-level time tracking, invoicing, and white-labeled client portals in one platform.

No credit card required

Plutio - Your entire business, one login away

HoneyBook vs QuickBooks Online vs Plutio: full feature comparison

See how all three tools compare on proposals, contracts, project management, time tracking, invoicing, and client portals

PRICING

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Starting price

$19/month (Core plan)

$36/month (Starter, $29/month annual)

$38/month (Simple Start), promo: 50% off for first 3 months

Free plan

No free plan (14-day trial available)

No free plan (7-day trial)

No free plan (30-day trial)

Trial period

14-day free trial

7-day trial + 60-day money-back guarantee

30-day free trial

PROJECT MANAGEMENT

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Manage projects and tasks

Fully flexible project and task setup you can shape to your workflow

Projects with task lists and pipeline

Basic project tracking (Plus plan and above, limited to budgets and time)

Project roles and permissions

Control exactly who can view or edit each part of a project

5 team roles with project access control

No project-level roles or permissions

Multiple task boards

Unlimited boards to run parallel workflows in the same project

You cannot use task boards

No Kanban, Gantt, or calendar views

Embeddable project boards

Live project boards embedded into client portals or websites

You cannot embed project views

No embeddable boards

Sharable project boards

Read-only public links for sharing progress without risk

You can share projects via the client portal only

No sharable boards

Project stages and milestones

Define custom project lifecycles for different types of work

You can use pipeline stages, but they are predefined

No custom project statuses

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

Integrated via Smart Files

Projects link to invoices and expenses (no proposals or contracts)

Custom project data fields

Track, sort, filter, and report on custom project data

Basic custom fields

No custom project fields

Kanban boards

Drag-and-drop tasks across customizable columns

You cannot view tasks in a kanban board

No Kanban board

Table view

Bulk-edit tasks like a spreadsheet

You cannot view tasks in a table

Transaction list view within projects

List view

Clean task lists with clear hierarchy

You can view projects in a list

Transaction list view within projects

Calendar view

See tasks and deadlines on a calendar

You can see bookings on a calendar

No calendar view

Gantt view

Plan work visually with task order and dependencies

You cannot view work on a gantt chart

No Gantt chart

Subtasks

Break work down into multiple nested levels

You cannot split tasks into subtasks

No subtask support

Email to task

Turn emails into tasks without manual copying

Not supported (email sync only)

No email to task

Task comments

Keep discussions tied directly to each task

You cannot comment on tasks

No task management system

Task attachments

Store files directly on the task they belong to

You can share files, but not attach them to tasks

No task management system

Task priorities

Define priority levels that fit your workflow

You cannot set task priorities

No task management system

Task labels & color coding

Use unlimited labels to visually organize tasks

You cannot label or color-code tasks

No task management system

Multiple task assignees

Assign tasks to one or multiple teammates

You cannot assign tasks to multiple people

No task assignees

Task templates

Reuse task-level structures across projects

You cannot reuse task templates

No task templates

Task permissions

Control access at the individual task level

You cannot set permissions per task

No task-level permissions

Task dependencies

Prevent work from starting out of order

You cannot link tasks together

No task dependencies

Recurring tasks

Automate repeating work with flexible schedules

You cannot create recurring tasks

Recurring transactions only (not tasks)

Custom task data fields

Add task-level fields for tracking custom details

Basic custom fields

No custom task fields

TIME TRACKING

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Time tracking system

Easily track time using timers or manual entries

Basic time tracking (manual entry on desktop, stopwatch on mobile)

Built-in time tracking (Essentials plan and above)

Task-level tracking

Log time directly against tasks and subtasks

Project-level only, no task-level tracking

Time tracked per service item and project (not per task)

Project-level tracking

See time spent per project and per client

Time tracked at project level

Time tracked per project (Plus and Advanced plans)

Billable time tracking

Clearly separate billable and non-billable time

Billable time tracking available

Billable and non-billable time categorization

Billable time invoicing

Turn tracked time into invoices without extra steps

Invoice from time logs (desktop only)

Add billable time directly to invoices

Timesheet reports

View detailed time reports by task, project, or client

Basic time logs per project

Detailed time reports available

Team timesheets

See how each team member tracks their time

Team members can log time on shared projects

Team timesheets with weekly view (Essentials plan and above)

PROPOSALS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Create and send proposals

Create proposals clients can review, approve, and sign in one flow

Smart files combine proposals and contracts

Estimates only (not full proposals)

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

You can edit sections, not free drag-and-drop)

No visual proposal builder

Reusable proposal templates

Reuse proven proposal layouts across clients

You can use proposal templates

Estimate templates available (not full proposals)

Real-time proposal analytics

See exactly when proposals are opened and reviewed

You can see when a proposal is viewed

No proposal view tracking

Live messenger on proposals

Answer questions directly while clients review proposals

You cannot chat inside proposals

No in-proposal messaging

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

Complete Smart Files flow

Estimate to invoice only

Convert proposal to invoice

Create invoices directly from approved proposals

Accepted proposals create invoices

Convert estimates to invoices

Packages and add-ons

Offer upsells and add-ons directly inside proposals

You can offer packages and add-ons

No packages or add-ons

Interactive pricing tables

Let clients choose options before approving

Pricing updates dynamically

Static pricing only

Dynamic data and variables

Auto-fill proposal content with client and project data

You can use smart fields

Basic placeholders available

Expiration dates

Automatically expire proposals after a set date

You can set proposal expiry

Manual expiry dates on estimates

PDF Export

Download as branded PDFs

You can download proposal PDFs

PDF export included

Reusable content blocks

Create reusable proposal sections you can reuse on demand

You can reuse proposal sections

No reusable content blocks

Legally binding e-signatures

Collect secure electronic signatures on proposals

Clients can sign online

Basic e-signature on estimates (DocuSign integration on Advanced plan)

Custom proposal data fields

Create custom proposal data you can sort, filter, and report on

Basic custom fields

Custom fields on Advanced plan only

CONTRACTS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Smart files combine contracts and invoices

QuickBooks Online does not handle contracts

Drag-and-drop contract builder

Create fully custom contracts with flexible layouts, no code or formatting limits

You cannot visually build contracts

No contract builder

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

Contracts support legal e-signatures

No e-signatures on contracts

Multi-signature / signees

Collect signatures from multiple people on the same contract

You can collect multiple signatures, with fixed roles

No multi-signature support

Reusable contract templates

Reuse contract structures to create new agreements faster

You can use contract templates

No contract templates

Auto-reminders automation

Automatically follow up until contracts are signed

You can send automatic reminders

No contract reminders

Dynamic data/variables

Auto-fill contract content with client and project data

You can use smart fields in contracts

No contract variables

Contract automation triggers

Trigger automated workflows the moment a contract is signed

Contracts can trigger workflows

No contract automation triggers

View notifications

See when contracts are opened and reviewed

You receive contract notifications

Invoice and estimate view notifications only

PDF download with signature certificate

Download signed contracts with official proof of signature

You can download signed PDFs

No contract signatures or certificates

Custom signer data fields

Collect structured signer information during signing

You cannot customize signer fields

No signer data fields

Custom contract data fields

Create custom contract data you can sort, filter, and report on

Basic custom fields

No contract features

INVOICES & PAYMENTS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Invoices with instant online payments

Full invoicing with online payments (credit card, ACH, Apple Pay, PayPal, Venmo)

Fully branded invoices

Match invoices to your brand with custom logos, colors, and layout

You can brand invoices

Customizable invoice branding with logo, colors, and layout

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

Fixed themes (non-customizable layouts)

Template-based editor only

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

You can edit line items

Fully customizable line items with products/services catalog

Item or invoice discounts

Apply discounts at the item or full invoice level

You can apply discounts

Discounts supported

Customizable taxes

Create tax rules that match your location and use case

You can set tax rates

Automated sales tax calculation

ACH payments

Accept bank transfers for lower-fee payments

You can accept bank transfers

ACH bank payments supported

Stripe integration

Accept credit and debit cards instantly

You can accept payments via Stripe

QuickBooks Payments built-in (Stripe via third-party integration)

Square integration

Collect in-person payments when needed

You cannot accept payments via Square

Square integration for sales sync (not direct invoice payments)

PayPal integration

Let clients pay using PayPal

You cannot accept payments via PayPal

PayPal and Venmo payments on invoices

Flexible partial payments

Collect deposits and split payments across milestones

You can accept partial payments

Partial payments supported

Payment plans

Break invoices into scheduled installments

You can split invoices into payments

Recurring invoices only (no structured installment plans)

Automated recurring invoices

Automatically send invoices on a recurring schedule

You can schedule payments, not subscriptions

Automated recurring invoices with flexible schedules

Subscription management

Manage ongoing client subscriptions and billing

You cannot manage subscriptions

Recurring invoices only (no subscription portal)

Automated payment reminders

Follow up automatically until invoices are paid

Payment reminders send automatically

Automated late payment reminders

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

You can reuse invoice templates

Reusable invoice templates available

Multiple currency support

Bill clients globally in their local currency

You can use one account currency only

Multi-currency supported (Essentials plan and above)

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

Contracts can trigger workflows

Recurring transaction automation (custom workflows on Advanced only)

View notifications

See when invoices are opened and paid

You receive contract notifications

Email notifications when invoices are viewed and paid

Built-in expense tracking

Track project-related costs alongside invoices

You cannot track expenses

Full expense tracking with receipt scanning, bank sync, and auto-categorization

Invoice deposits

Collect upfront payments before work starts

You can request deposits

Deposit invoicing supported

Auto-invoice billable time

Turn tracked time into invoices automatically

There is no time to convert

Add billable time directly to invoices

Custom invoice data fields

Create custom invoice data you can sort, filter, and report on

Basic custom fields

Custom fields on sales forms (3 fields on Plus, more on Advanced)

INBOX

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Centralized unified inbox

Manage email, chat, and messages from one shared inbox

Messages and emails live in one inbox

No unified inbox

Full email integration

Connect and manage all your email accounts in one place

You can sync your email

No email integration (notifications only)

Embeddable live chat

Add real-time chat to your website and client portals

You cannot add live chat to your site

No live chat

Instant direct messages

Message teammates privately without leaving your workspace

You cannot DM teammates

No direct messaging

Contextual project conversations

Keep conversations tied directly to the project they belong to

Messages are tied to projects

No project messaging

Team channels

Create shared spaces for team-wide discussions

You cannot create team channels

No team channels

Customized channels

Organize channels by team, topic, or workflow

Channels are not supported

No channels

@mentions

Notify teammates instantly inside conversations

You cannot mention teammates

No @mentions

Message read receipts

See when messages are read

You can see when clients read messages

No read receipts

File sharing in chat

Share files directly inside conversations

You can share files in messages

No chat feature

Shared email inbox

Collaborate on incoming emails as a team

Team email is not shared

No shared inbox

Inbox mobile app

Access and respond to messages on mobile

Mobile inbox available

No inbox feature

Email reply to inbox

Reply from your email client and keep conversations synced

Email replies sync to conversations

No inbox feature

FILES

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Store and manage files

Keep all client and project files in one organized place

Files exist per project only

File attachments on transactions (no centralized file manager)

Advanced folder organization

Organize files by project, client, or structure you choose

Fixed themes (non-customizable layouts)

No folder organization

Folder permissions

Control who can view or edit folders

Fixed themes (non-customizable layouts)

No folder permissions

People folders

Group files by person when needed

Fixed themes (non-customizable layouts)

No people folders

Project folders

Keep files scoped to each project

Fixed themes (non-customizable layouts)

Files organized within project transactions

In-app previews

Preview files instantly without downloading

Fixed themes (non-customizable layouts)

Basic file previews for receipts and documents

Custom file data fields

Capture file metadata you can sort and filter

You can add custom fields

No custom file fields

Built-in documents

Create and edit documents directly inside Plutio

Fixed themes (non-customizable layouts)

No built-in document editor

Comments on files and docs

Leave comments directly on files and documents

Fixed themes (non-customizable layouts)

No file comments

Bulk file actions

Move, tag, or manage many files at once

Fixed themes (non-customizable layouts)

No bulk file actions

Files search & filter

Find files quickly using search and filters

Fixed themes (non-customizable layouts)

Basic search across transactions

External cloud sync

Sync files with Google Drive or Dropbox

Fixed themes (non-customizable layouts)

Google Drive and Dropbox integrations

Secure sharing controls

Restrict access with permissions or passwords

Fixed themes (non-customizable layouts)

Account-level role-based access

File sharing links

Share files externally with controlled access

Fixed themes (non-customizable layouts)

No shareable file links

SCHEDULING

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Schedule meetings

Let clients book meetings directly without back-and-forth emails

Scheduler with intake forms

QuickBooks Online does not have scheduling

Branded booking page

Build a fully branded, customizable booking system using a drag-and-drop editor

Branding options are limited

No booking pages

Advanced availability management

Define flexible availability rules applied automatically to bookings

You can control availability

No availability management

Automatic buffer times

Add buffer time automatically between meetings

You can add buffer times

No buffer times

Multiple meeting types

Create unlimited booking types with different rules and setups

You can offer multiple session types

No meeting types

Calendar sync (Google/Outlook)

Two-way calendar sync that stays up to date automatically

Fixed themes (non-customizable layouts)

No calendar sync for scheduling

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

Confirmation customization is limited

No booking confirmations

Redirect after booking

Send bookers anywhere after scheduling, not just a fixed thank-you page

You cannot redirect after booking

No booking system

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

Contracts can trigger workflows

No booking automation

Smart meeting reminders

Send automatic reminders without manual follow-ups

Meeting reminders send automatically

No meeting reminders

Automatic timezone detection

Handle timezones automatically without manual adjustments

Timezones adjust automatically

Account timezone setting only

Paid appointments (Stripe/PayPal)

Collect payments during booking without extra steps

Fixed themes (non-customizable layouts)

No paid appointments

Custom booking forms

Build booking forms with full control over questions and layout

Booking forms are fixed

No booking forms

Minimum notice / daily booking limits

Set booking limits to control lead time and daily volume

You can set booking limits

No booking limits

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

Clients can reschedule or cancel

No scheduling controls

AUTOMATION

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Automated workflows builder

Build advanced workflows visually without code or rigid templates

AI-powered workflow builder with branching

Custom workflows (Advanced plan only, $275/month)

Trigger-based workflows

Start workflows from real events across projects, clients, and payments

You can automate actions with workflows

Bank rules and transaction triggers (custom workflows on Advanced only)

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

Workflows cannot repeat on a schedule

Recurring transactions only (no independent schedule workflows)

Multi-step workflows

Chain multiple actions into one continuous automation

Workflows can include multiple steps

Multi-condition workflows (Advanced plan only)

True/False branching

Create conditional paths instead of one-size-fits-all flows

Branching exists, but options are limited

Conditional approval workflows (Advanced plan only)

Delay-based actions

Add precise timing between steps, down to minutes or days

You can delay workflow steps

Payment reminder delays only

Create & update records

Create, update, or move records automatically across the system

Creation actions are limited

Auto-create recurring invoices and transactions

Move & duplicate records

Reorganize work automatically without manual cleanup

Items cannot be duplicated automatically

Duplicate estimates and transactions manually

Delete & archive records

Automatically archive or remove records based on rules

Items cannot be deleted via automation

Manual deletion and voiding only

API calls (webhooks)

Trigger or receive real-time events from external systems

You cannot use APIs or webhooks

Full REST API and webhooks via Intuit Developer Platform

Send emails

Send automated emails tied to real workflow events

Workflows can send emails

Automated invoice and reminder emails

Post comments

Add notes or comments automatically where work happens

You cannot post comments via automation

No automated comments

Complete automation logs

See exactly what ran, when, and why

You cannot view automation logs

Audit trail tracks all user actions and changes

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

You can use smart fields

Basic invoice placeholders

Cross-entity connections

Run workflows that span projects, tasks, proposals, invoices, and more

Forms, bookings, and payments trigger workflows

Invoices link to projects and customers (limited cross-entity scope)

FORMS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Questionnaires with limited styling

No form builder

Drag-and-drop form builder

Design forms visually with full layout control, no code required

You cannot visually build contracts

No form builder

Reusable form templates

Reuse form structures without rebuilding from scratch

You cannot reuse form templates

No form feature

Custom form data fields

Collect structured data you can sort, filter, and report on

You can add custom fields

No form feature

Smart conditional logic

Show or hide fields based on responses, not static forms

Fields cannot change based on answers

No form feature

Instant email notifications

Get notified immediately when forms are submitted

You can email on submission

Invoice and payment notifications only

Form automation triggers

Trigger automated workflows when a form is submitted

Contracts can trigger workflows

No form feature

Embed forms

Embed forms anywhere without layout restrictions

You can embed forms

No form feature

Advanced field preferences

Control required, hidden, and default field behavior

Field behavior is fixed

No form feature

Comprehensive field types

Collect text, files, dates, selections, and more

Field types are limited

No form feature

Form signature field

Collect legally binding signatures directly inside forms

Forms can include signatures

No form feature

File upload fields

Accept file uploads as part of form submissions

File uploads are limited

Receipt capture via mobile app (not form-based)

Redirect after submission

Send submitters to a custom next step, not a fixed thank-you page

You cannot redirect after submit

No form feature

CRM

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Manage clients and leads

Manage contacts and companies in one connected system

Pipeline with AI lead prioritization

Basic customer and vendor contact management (no pipeline or lead tracking)

Full company management

Track organizations, not just individual contacts

Companies exist, but contacts come first

Customer records for individuals and companies (basic info only)

Custom contact data fields

Collect and manage structured contact data you define

You can add CRM fields

Custom fields on customers (all plans)

Complete activity timeline

See every interaction with a client in one place

You can see full activity history

Full transaction history per customer

Contacts labeling and grouping

Organize contacts flexibly without rigid pipelines

You can tag and segment contacts

Customer types and sub-customers (no tags or segmentation)

WIKI

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

You cannot create an internal wiki

No knowledge base

Beautiful rich text pages

Write structured, formatted content without complexity

Not supported (requires integration)

No rich text pages

Unlimited nested pages

Build deep knowledge hierarchies without limits

Not supported (requires integration)

No nested pages

Granular page permissions

Control exactly who can view or edit each page

Not supported (requires integration)

No wiki feature

DASHBOARDS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Custom dashboards and pages

Build dashboards around what matters to you, not fixed metrics

HoneyBook does not have custom dashboards

Performance Center, custom reports, and Business Performance dashboard (Fathom removed July 2022)

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Limited dashboard widgets

No custom dashboard builder

Charts widget

Visualize data with customizable charts

Basic charts only

Financial charts (P&L, cash flow, expense breakdown)

Metrics widget

Track key numbers without manual reporting

Basic metrics only

Key financial metrics displayed

Goals widget

Monitor progress toward defined goals

Not supported (requires integration)

No goals widget

Notes widget

Add contextual notes directly to dashboards

Not supported (requires integration)

No notes widget

Calendar widget

View upcoming events alongside work and metrics

Calendar on dashboard

No calendar widget

Financial widgets

Track revenue and expenses in the same view

Revenue & invoice tracking

Comprehensive financial widgets (P&L, balance sheet, cash flow, A/R, A/P)

BRANDING

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

White-label and branding

Run the entire platform under your brand

HoneyBook branding, not white-label

Branding on invoices only (cannot remove QuickBooks branding)

Custom interface theme

Apply your brand colors across the system

Color themes on Deliver+ (no Free plan theme customization)

Color themes on Deliver+ (no Free plan theme customization)

Stylesheet customization

Fine-tune styling beyond basic theming

You cannot apply custom CSS

No custom CSS

Custom login/signup pages

Use branded authentication pages instead of generic screens

Login pages cannot be customized

No custom login pages

Email branding

Send all system emails with your branding

You can brand outgoing emails

Logo on emails (limited customization)

Custom brand fonts

Use your own fonts throughout the platform

You cannot use custom fonts

No custom fonts

Custom brand logos

Replace all platform logos with your own

You can add your logo

Logo upload on invoices and sales forms

Custom domain name

Run everything on your own domain

Not supported (requires integration)

No custom domain

Custom email SMTP

Send emails from your own email infrastructure

Not supported (requires integration)

No custom SMTP

Full workspace embedding

Embed Plutio directly into your website or product

Not supported (requires integration)

No workspace embedding

CUSTOMIZATION

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Flexible workspace setup

Shape the platform to match how your business works

HoneyBook has fixed workspace

Fixed workspace structure

Main menu editor

Add, remove, or reorder navigation items freely

You cannot customize navigation

Dashboard report tiles can be rearranged (limited menu control)

User-based menus

Show different navigation for different roles

Menus are the same for all users

Menu varies by user role (not customizable)

Custom user roles

Create role types beyond preset permissions

You cannot define custom roles

Custom roles on Advanced plan only ($275/month)

Advanced user permissions

Control access at a granular level

Permissions are not configurable

Role-based permissions (custom roles on Advanced plan only)

SSO / OAuth

Support enterprise-grade single sign-on

You cannot use SSO

No SSO for end users (OAuth 2.0 for API only)

INTEGRATIONS

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Connect with other tools

Integrate with external systems without lock-in

Zapier only

800+ integrations in the QuickBooks App Store

Zapier integration

Connect to thousands of apps without custom code

You can connect HoneyBook to Zapier

Zapier integration supported

Make.com integration

Build advanced automation scenarios visually

You cannot connect via Make

Make.com integration available

Pabbly Connect

Connect services without usage-based limits

You cannot connect via Pabbly

Possible via API

Full REST API access

Build custom integrations with full system access

You cannot access an API

Full REST API via Intuit Developer Platform

Incoming & outgoing webhooks

Send and receive real-time events

You cannot use webhooks

Webhooks supported via developer platform

PLATFORM

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Plutio

198/199

HoneyBook

83/199

QuickBooks Online

43/199

Mobile apps

Access your business from native mobile apps

Full-featured iOS and Android apps

iOS and Android apps with receipt scanning and mileage tracking

iOS app

Full-featured iPhone app

You can use HoneyBook on iOS

Full iOS app available

Android app

Full-featured Android app

You can use HoneyBook on Android

Full Android app available

Mac desktop app

Native macOS app for desktop workflows

There is no desktop app

No Mac desktop app (QuickBooks Online is web-based only)

Windows desktop app

Native Windows app for desktop workflows

There is no desktop app

No Windows desktop app (QuickBooks Online is web-based only)

HoneyBook vs QuickBooks Online FAQ

Is HoneyBook a replacement for QuickBooks?

HoneyBook is not a replacement for QuickBooks. HoneyBook handles client management (proposals, contracts, scheduling, client communication), while QuickBooks handles accounting (expense tracking, bank reconciliation, tax preparation, profit-and-loss reports). HoneyBook has no general ledger, no expense categorization, and no tax prep. Most HoneyBook users also subscribe to QuickBooks for accounting.

Can HoneyBook and QuickBooks work together?

HoneyBook integrates with QuickBooks through a native integration. Invoices and payments from HoneyBook sync to QuickBooks for accounting purposes. The integration reduces manual data entry, but the two platforms remain separate systems with separate logins, separate client records, and separate subscription costs ($36+ for HoneyBook plus $38+ for QuickBooks).

How much does HoneyBook cost compared to QuickBooks?

HoneyBook Starter costs $36/month ($29/month annual). QuickBooks Simple Start costs $38/month. The prices look similar, but the tools do different things. A freelancer who needs both client management and accounting pays a minimum of $74/month for both subscriptions. HoneyBook Essentials ($59/month) plus QuickBooks Essentials ($75/month) costs $134/month for a small team.

Does QuickBooks have proposals and contracts?

QuickBooks does not include proposals, contracts, or e-signatures. QuickBooks can send estimates (quotes) with line items and quantities, and accepted estimates convert into invoices. But there is no proposal builder, no interactive package selection, no contract templates, and no e-signature support. Service businesses using QuickBooks need a separate tool for proposals and contracts.

Does HoneyBook include accounting features?

HoneyBook includes basic income tracking and payment dashboards, but not accounting. There is no general ledger, no chart of accounts, no bank reconciliation, no expense categorization, no profit-and-loss statements, and no balance sheets. HoneyBook integrates with QuickBooks for accounting, which means paying for both subscriptions to get a complete financial workflow.

Which is better for photographers, HoneyBook or QuickBooks?

HoneyBook covers the client-facing workflow that photographers use daily: proposals with package selection, contracts with e-signatures, scheduling, and client communication. QuickBooks covers the accounting side: tracking expenses, logging mileage to shoots, and generating tax-ready reports. Most photographers run both, paying $74/month minimum for the combined stack.

Does QuickBooks have scheduling features?

QuickBooks does not include any scheduling or appointment booking features. Booking client calls, consultations, or project kickoffs requires a separate scheduling tool like Calendly ($10-16/month) or Acuity ($16-46/month). HoneyBook includes scheduling on every plan with calendar sync and automated reminders.

Does HoneyBook have time tracking?

HoneyBook does not include any time tracking features. For hourly billing, a separate time tracking tool (Toggl, Clockify, or Harvest at $0-12/month per user) is needed. QuickBooks Essentials ($75/month) and above include time tracking that flows into QuickBooks invoices. Platforms like Plutio include task-level time tracking that flows directly into invoices.

Can HoneyBook handle payroll?

HoneyBook does not include payroll features. QuickBooks offers payroll as an add-on service that integrates with the accounting system, handling paycheck calculations, tax withholdings, and direct deposit. For businesses with employees, QuickBooks (with payroll add-on) covers what HoneyBook cannot. The payroll add-on costs $25-125/month on top of the QuickBooks subscription.

Which tool has better project management?

Neither HoneyBook nor QuickBooks offers real project management. HoneyBook tracks projects through pipeline stages (inquiry, booked, in progress, completed). QuickBooks Plus ($115/month) tracks how much each project earns and costs. Neither has Kanban boards, task assignments, subtasks, or task dependencies. Both require a separate project management tool for finishing projects. Plutio includes Kanban boards and timeline views without adding another app.

Is HoneyBook worth it if already using QuickBooks?

HoneyBook adds proposals, contracts, scheduling, workflow automation, and a client portal that QuickBooks does not have. For service businesses that send proposals and need clients to sign contracts before work begins, HoneyBook fills the client-facing gap. The combined cost ($74-404/month) is the trade-off. If the business only needs invoicing and accounting, QuickBooks alone is sufficient.

Does HoneyBook have a free plan?

HoneyBook offers a 7-day free trial on all plans, plus a 60-day money-back guarantee. There is no permanent free plan. QuickBooks offers a 30-day free trial on all plans, and frequently runs promotions with 50% off for the first 3 months. Neither platform has a free tier for ongoing use.

Which is cheaper for a solo freelancer?

If the freelancer only needs client management (proposals, contracts, invoicing), HoneyBook Starter at $36/month ($29/month annual) is the relevant cost. If the freelancer only needs accounting, QuickBooks Simple Start at $38/month is the relevant cost. If both are needed, the minimum combined cost is $74/month. All-in-one platforms like Plutio start at $19/month and cover proposals, projects, time tracking, and invoicing in one subscription.

Does QuickBooks have a client portal?

QuickBooks does not include a client-facing portal. Invoices and estimates arrive as email links. There is no centralized space where clients log in to view documents, payments, or project status. HoneyBook Essentials ($59/month) includes a branded client portal. For a white-labeled portal with a custom domain, platforms like Plutio support full brand customization.

What if neither HoneyBook nor QuickBooks covers the full workflow?

If the workflow needs proposals, contracts, project management with Kanban boards, task-level time tracking, and invoicing in one system, all-in-one platforms bring together what HoneyBook and QuickBooks split across two subscriptions. The trade-off is losing QuickBooks' accounting depth (bank reconciliation, tax prep). For businesses with basic accounting needs, one platform replaces both tools. For businesses needing full accounting, QuickBooks may remain alongside the all-in-one platform. Plutio covers the client management and project completion side for $19/month.

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