Skip to content
app.trybeam.com
  • There are no suggestions because the search field is empty.

How do I sync my QuickBooks Online and Beam accounts?

Learn what syncing QuickBooks and Beam does, how to connect your accounts, manage accounting codes, and access additional resources.

Background

Beam integrates with QuickBooks Online to eliminate double entry and automate your accounting. Beam and QuickBooks Online work better together.

QuickBooks Online is the industry standard accounting software for small and medium-sized businesses. Hundreds of thousands of construction businesses use QuickBooks Online for bookkeeping, and manually track projects on spreadsheets or across different disconnected tools. Construction software that integrates directly with QuickBooks Online allows your business to automate more of the bookkeeping tasks and reduce data entry, errors, or delays across the team.

How does the integration work?

Beam helps populate your QuickBooks account with the data your accountant needs to close your books and file your taxes.

Here’s how it works: 

  • Beam and Quickbooks share access to each other during the initial integration
  • Beam imports your chart of accounts from Quickbooks 
  • Beam continuously pushes and pulls vendors, customers, invoices, bills, payments, and more between the systems in real-time

By using the Beam and Quickbooks integration customers can customize accounting codes in the Beam platform that are reflected in QuickBooks, eliminate double entry, and automate accounting. 

See a detailed breakdown below:

Screenshot 2026-03-19 at 12.42.41 PM

If you'd like to import historical projects and other information from your QuickBooks account, please reach out to us via help@trybeam.com. 

How can I sync my accounts?

  1. Go to Settings ⚙️.

  2. Select the Integrations tab from the left menu.

  3. Click the Connect button next to the QuickBooks icon and complete the authorization form.

  4. After connecting, you’ll be redirected to the Projects tab to import your projects from QuickBooks.

To complete authorization, you must have administrator access in your QuickBooks Online account.

The following will automatically populate in Beam once connected:

  • Accounting codes
  • Clients
  • Vendors

Projects (sub-customers) are the only item that must be imported manually during initial setup.

Once you create a project in Beam, this will appear as a sub-customer under Sales in QuickBooks. If you'd like to convert this into a project in QuickBooks, go to the Projects view and select "Convert from sub-customer." Invoices and payments are also automatically synced from Beam to Quickbooks, as well as their status (e.g., payment recorded). 

Vendors or sub-contractors and bills created in Beam are also reflected in QuickBooks Online. 

How are Accounting Codes synced to/from QuickBooks?

When you sync your QuickBooks account, your Items (Products & Services) and Chart of Accounts will be automatically linked to Beam. Every Item (Product/Service) in QuickBooks will generate an Accounting Code in Beam. Then, any remaining accounts in the Chart of Accounts will generate another Accounting Code in Beam.

In Beam, every Accounting Code can be used for both income (e.g. estimates/invoices) and expenses (e.g. subcontracts/bills/expenses). This allows you to more easily generate Estimate vs. Actuals reports in Beam.

Note: if one of your Accounting Codes only supports income or expenses in QuickBooks, we may sync to a new "Beam Uncategorized Income" or "Beam Uncategorized Expense" account in QuickBooks.

 

Can I see a demo?

If you'd like to see the QuickBooks sync in action, check out this video:

https://www.trybeam.com/videos/quickbooks-online-sync

If you need any assistance, please contact us at help@trybeam.com