How it works
When you enable the integration, Beebole imports your existing QuickBooks Online data: Customers and Items are created as projects in Beebole, and QuickBooks employees are created as Beebole people — assigned the default role you select during setup, as with the other integrations. To export, you simply select a period: Beebole takes all time entries for that period and automatically creates the corresponding time activities in QuickBooks. After each export, Beebole shows an Entries successfully exported count, plus an expandable Entries not exported list if any entry failed — you can also verify the created time activities in QuickBooks.Only time entries are exported to QuickBooks. Expenses are not synced — they are handled in Beebole only.
Setting up the QuickBooks integration
Open integration settings
Go to Settings > Integrations in your Beebole account, then select QuickBooks Online from the list.
Connect to QuickBooks
Locate the QuickBooks card and click Connect. A popup appears asking you to sign in to your QuickBooks Online account and authorize Beebole to send data.
Connect to QB Online
Click Connect to QB Online. A popup appears asking you to sign in to your QuickBooks Online account and authorize Beebole to send data.
Authorize access
Follow the Intuit OAuth prompts to grant Beebole access to your QuickBooks account. The popup closes automatically when the connection is complete.
Choose the default role
Select the default role to assign to the people imported from QuickBooks, as with the other integrations. Beebole then imports your QuickBooks customers, items, and employees.
Choose the default role
Select the Default role for imported employees to assign to the people imported from QuickBooks, as with the other integrations.
Verify the connection
Once connected, the QuickBooks integration shows as active in your integration settings. You can now export data from Beebole to QuickBooks.
Enable integration
Toggle Enable integration on. This triggers the import: Beebole brings in your QuickBooks customers, items, and employees. The toggle is what starts the sync — the connection alone does not import anything.
Verify the connection
Once connected, the QuickBooks integration shows as active in your integration settings, and the imported customers, items, and employees appear in Beebole. You can now export time entries to QuickBooks.
Exporting data to QuickBooks
Open the QuickBooks integration
Go to Settings > Integrations and select QuickBooks Online from the list.
Select a date range
Choose the start and end dates for the data you want to export. Only approved time entries and expenses within this range are included.
Select a period and export
Choose the period you want to export and click the export button — that’s the only input needed. Beebole fetches the time entries for that period and automatically creates the corresponding time activities in QuickBooks.
Select a period and export
Under Select period to export, choose the period you want to export and click Export — that’s the only input needed. Beebole fetches the time entries for that period and automatically creates the corresponding time activities in QuickBooks.
Review the export
Beebole displays a summary of the data that will be sent to QuickBooks. Review the entries to ensure they are correct.
Send to QuickBooks
Click Export to transfer the data. Beebole sends the entries to your QuickBooks account.
Check the result
Only errors are displayed on screen. To confirm the export, open QuickBooks and verify the time activities were created.
What data is synced
| Direction | Data | Result |
|---|---|---|
| QuickBooks → Beebole (at setup) | Customers and Items | Created as projects in Beebole |
| QuickBooks → Beebole (at setup) | Employees | Created as Beebole people with the default role you select |
| Beebole → QuickBooks (on export) | Time entries | Created as time activities in QuickBooks |
Because Beebole imports the QuickBooks customers, items, and employees at setup, exported time activities stay linked to the right customers, items, and employees automatically. Expenses are not synced in either direction — they are handled in Beebole only.
Keeping customers and items in sync
While the integration is enabled, customers and items created or renamed in QuickBooks are reflected in Beebole automatically. To pull the latest changes on demand, go to Settings > Integrations > QuickBooks Online and click Manual sync under Manually sync QB customers and items.Disconnecting QuickBooks
To disconnect the QuickBooks integration, go to Settings > Integrations > QuickBooks Online, toggle Enable integration off, then click Reset connection. The Reset connection button is disabled while the integration is enabled, so you must turn the toggle off first. Previously exported data remains in QuickBooks — disconnecting only removes the ability to send new exports.Related content
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Frequently asked questions
Is the QuickBooks integration real-time?
Is the QuickBooks integration real-time?
No. The QuickBooks integration is a manual export process. You select a date range and trigger the export when you are ready. Data is not synced automatically.
Can I export the same date range twice?
Can I export the same date range twice?
No. Beebole blocks any export that starts on or before the last day you already exported, so you cannot resend an overlapping period. If you try, Beebole shows the error “You can only export entries from the last day of the period already exported.” This prevents duplicate time activities in QuickBooks.
Does the integration work with QuickBooks Desktop?
Does the integration work with QuickBooks Desktop?
No. Beebole integrates with QuickBooks Online only. QuickBooks Desktop is not supported.
How do I know if an export succeeded?
How do I know if an export succeeded?
After an export, Beebole shows an Entries successfully exported count. If any entry failed, an Entries not exported list appears that you can expand to see the details. You can also open QuickBooks to verify the time activities were created.
Are expenses exported to QuickBooks?
Are expenses exported to QuickBooks?
No. Only time entries are exported, as time activities. Expenses are handled in Beebole only and are not synced to QuickBooks.
Do I need admin access in both Beebole and QuickBooks?
Do I need admin access in both Beebole and QuickBooks?
Yes. You need administrative privileges in Beebole to configure the integration, and sufficient permissions in QuickBooks to authorize the connection and receive data.