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QuickBooks Integration Setup Guide

Learn how to connect INGENIOUS.BUILD with QuickBooks, authorize your account, complete setup, link vendors and cost codes, and sync invoices and contracts for seamless accounting integration.

Written by Eva Palomares

Overview

Connect your QuickBooks account with INGENIOUS.BUILD to streamline financial workflows and keep your accounting data in sync. This guide walks you through scheduling setup, completing authorization, linking records, and exporting invoices and contracts.

Prerequisites

  • Company Settings access in INGENIOUS.BUILD

  • Admin access to your QuickBooks account

If you do not have appropriate permissions, contact your workspace administrator before starting.

Process

Step 1: Connect INGENIOUS.BUILD to QuickBooks Online

  1. Navigate to Company Settings → Integration Hub → QuickBooks → Start Integration.

  2. Follow the on-screen prompts until you reach the QuickBooks login page.

  3. Log in to your QuickBooks Online account.

  4. Once complete, you'll see a Success message confirming QuickBooks and INGENIOUS.BUILD are linked.

Note: If you encounter an error after logging in, repeat the steps above. If the issue persists, please reach out to support.

Video of the steps in this section

Before you can sync contracts or invoices between INGENIOUS.BUILD and QuickBooks Online, you'll need to complete two quick setup steps: first, link your QuickBooks vendors to their corresponding INGENIOUS.BUILD vendors, and then connect your QuickBooks chart of accounts to the appropriate INGENIOUS.BUILD cost codes.

Step 2: Link Accounting Vendors

  1. Navigate to Contacts → Accounting Companies → Add Accounting Companies.

  2. Click Add Accounting Company and fill in the required fields.

  3. Select the option next to the correct vendor and click Save.

Step 3: Link QuickBooks Chart of Accounts to INGENIOUS.BUILD Cost Codes

Tip! You can also link cost codes from Lists & Templates → Project Cost Codes — follow steps 2–4 below.

  1. Open a project budget or ACR.

  2. Select the cost code.

  3. Click Edit.

  4. Choose the Connected Accounting Cost Code.

  5. Click Save to finalize the connection.

Video of the steps in Steps 2 & 3

Step 4: Sync Contracts & Invoices to QuickBooks

  1. Once the steps above are completed and the financial item is fully approved, a Sync to Accounting button appears in the top-right corner.

  2. Click this button to begin the sync to QuickBooks.

  3. Upon completion, you'll see a Successfully Synced confirmation message.

Sending an Invoice to QB: Video

Sending a Contract to QB: Video

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