QuickBooks

Partner profile

Maximize Efficiency by Integrating Beam and QuickBooks Online

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

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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.

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How does the integration work?

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

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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.

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See a detailed breakdown below:

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Beam						QuickBooks Online
Clients						Customers
Projects						Sub-customers
Invoices						Invoices
Invoice Payments						Invoice Payments
Vendors						Vendors
Bills						Bills
Bill Payments						Bill Payments
Expenses						Expenses
Accounting Codes						Products/Services
Time Activities						Time Activities