Integrations

AP Automation for QuickBooks

Beanworks integrates seamlessly with QuickBooks to automate accounts payable process from purchase orders to payments. We take care of the data entry and offer SmartCoding technology that helps your team code and approve invoices faster than ever. Our reporting gives your team insight into the entire AP workflow, and helps you identify and remove any bottlenecks in the process.

Intuit Quickbooks Integration

Hear From QuickBooks Customers

“I do a quick search in Beanworks based on the vendor, and I get all of their invoices and then I have the information and the visual of what the invoice actually looks like, right at my fingertips.”

Margot S., Chief Operating Officer, GGFL

Syncing Icon

Syncing

Syncing Icon

Syncing

QuickBooks Beanworks Logo
Vendors

Sync to Beanworks
A/P Accounts

Sync to Beanworks
Accounts

Sync to Beanworks
Classes

Sync to Beanworks
Customers

Sync to Beanworks
Items

Sync to Beanworks
Payments (Created in QBD)

Sync to Beanworks
Sync to QuickBooks

AP Invoices
Sync to QuickBooks

Payments (Made through Beanworks)
Sync to QuickBooks

Credit Memos

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Features

Features Icon

Features

  • Code multi-currency invoices
  • Pay invoices via Beanworks
  • Vendor Account Number on checks created in Beanworks
  • Import POs from QBD into Beanworks

AP control and visibility

Beanworks centralizes and simplifies your accounts payable processes, freeing your team from manual tasks so they can focus on higher-value work. Reduce 83% of data entry, instantly route invoices for approval, and eliminate paper and filing for your team.

Get a clear view on your payables through Beanworks with real-time search, advanced filters, and on-demand reports on payables, regardless of where they are in the workflow. Make informed, strategic decisions with full visibility into your payables at all times.

FAQs about Beanworks' integration with QuickBooks

Beanworks can integrate with QuickBooks Pro, Premier and Enterprise. We do not currently integrate with QuickBooks for Mac.

We import any list needed to create an Invoice (Bill in QBD) in Beanworks such as Vendor, GL Account, AP Account, Item, Class, Customers, Billable etc.

Yes, once your Invoices have been paid using our Payments Module the payment data can be exported and synced to QuickBooks Desktop where your Invoices will be marked as paid.

Yes, purchase orders created in QBD will be imported into Beanworks where you can adopt purchase order line coding to the Invoice in Beanworks. purchase order Invoices exported from Beanworks to QBD will complete the action of Receive Inventory with Bill in QBD.

Using a specialized SyncTool developed by Beanworks you'll have the ability to sync data between Beanworks and QuickBooks Desktop at the press of a button or at scheduled times set by you. Once setup syncing can be managed with ease in the Beanworks web-application.

Unfortunately Intuit's QBD SDK does not support transferring image files with Invoice data but it's possible for us to create a link to the Invoice in Beanworks which imports into QuickBooks so you can quickly reference the invoice.

Yes, we'll import taxes as Invoice lines on the Invoice synced to QuickBooks Desktop.

At the Invoice level, Multi-currency is managed in QuickBooks by AP Account and Vendor. The same is true within Beanworks.

Yes, we import Vendor account numbers into Beanworks from QuickBooks Desktop so that you can ensure the correct payment details are remitted to your Vendor. Account Numbers are also editable on the Invoice so that you can adjust the account number.

Yes, you can connect each of your QuickBooks Desktop company files to your Beanworks account. Beanworks has a true multi entity experience so that you can view Invoices, purchase orders and payments from multiple entities in a single consolidated view.

Using the approval delegation feature, you have the ability to temporarily swap an Approver for another Approver for a period of time set by you so that Invoices and Purchase Orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.

We integrate with the following versions of QuickBooks Online: Essentials, Plus and Advanced. Intuit restricts integrations on the Simple Start price plan so we cannot support this plan. Intuit also restricts some integration functionality on the Essentials price plan such as class tracking and customers so that data cannot be integrated with Beanworks.

We import any list needed to create an Invoice (Bill in QBO) in Beanworks such as Vendor, GL Account, AP Account, Item, Class, Customers and Tax Accounts.

Yes, once your invoices have been paid using our Payments Module the data can be exported and synced to QuickBooks Online instantly.

Not currently but you can create PO’s in our own Purchase Order module.

Connecting Beanworks to QuickBooks Online only takes a few clicks, once you’ve completed the setup the synchronization will occur automatically every 2 hours. It’s possible to initiate an ad hoc sync whenever you’d like at the click of a button. Invoice & Payment will instantly sync into QuickBooks Online on export.

Yes, there are two different methods we use for transferring Tax amounts into QuickBooks Online. Your Customer Service Manager will work with you to find the method that suits your configuration best!

At the Invoice level, Multi-currency is managed in QuickBooks Online by AP Account and Vendor. The same is true within Beanworks.

Yes, we import Vendor Account numbers into Beanworks from QuickBooks Online so that you ensure the correct payment details are remitted to the Vendor. Account Numbers are editable on the Invoice so that you can adjust the Account Number if necessary.

Yes, you can connect each of your QuickBooks Online companies to your Beanworks account. Beanworks has a true multi entity experience so that you can view Invoices, purchase orders and payments from multiple entities in a single consolidated view.

Using the approval delegation feature, you have the ability to temporarily swap an Approver for another Approver for a period of time set by you so that Invoices and Purchase Orders can continue on their approval workflow.

Using the approval delegation feature, you have the ability to permanently replace an approver with another approver so that any invoice or purchase orders can continue on their approval workflow. Once a permanent delegation is set, you can deactivate the approver.

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