Accounting Integrations Overview

Last updated: April 13, 2026

image.png

Overview

The Accounting Integrations page lets you connect inBuild to your accounting software so that financial data like bills, invoices, and payments can sync between Procore and QuickBooks. You can connect to either QuickBooks Online or QuickBooks Desktop, configure how data maps between systems, and manage your active connections from a single page.

From this page you can:

  • Connect or disconnect a QuickBooks Online or QuickBooks Desktop account

  • View the status of your active connections

  • Access detailed settings and data mapping for each integration

Only one type of accounting integration can be active at a time. If you connect QuickBooks Online, the QuickBooks Desktop option will be hidden, and vice versa. If neither is connected, both options are available.

Access Requirements

Two conditions must both be met for you to see and use the Accounting Integrations page:

  1. The Accounting Integrations feature must be enabled for your company. If it is not enabled, you will see a message: "This feature is not available yet."

  2. You must be a Procore Company Admin. If you are not an admin, you will see a message: "Only admin users can access accounting integrations."

These same conditions control whether the Accounting Integrations link appears in the Settings sidebar. If you do not see the link, confirm your admin status and contact inBuild support to verify the feature is enabled for your company.

Navigating to Accounting Integrations

  1. Click Settings in the left sidebar.

  2. Click Accounting Integrations.

The page displays an integration card for each available provider. If no integration is connected, you will see cards for both QuickBooks Online and QuickBooks Desktop.

Frequently Asked Questions

Can I connect both QuickBooks Online and QuickBooks Desktop at the same time?

No. Only one type of accounting integration can be active at a time. If you have a QuickBooks Online connection, the QuickBooks Desktop option is hidden, and vice versa. To switch integration types, disconnect your current integration first.

Can I connect multiple QuickBooks Desktop company files?

Yes. QuickBooks Desktop supports multiple simultaneous connections. After your first connection is set up, click Add Connection on the QuickBooks Desktop card to connect additional company files. Each connection has its own settings and data mappings.

Will disconnecting an integration delete my configuration and mappings?

No. Disconnecting an integration preserves your configuration and mapping data. If you reconnect the same account later, your previous settings will still be in place.

I don't see the Accounting Integrations link in Settings. What should I do?

The link only appears if the Accounting Integrations feature is enabled for your company and you are a Procore Company Admin. Verify your role with your company administrator. If you are an admin and still do not see it, contact inBuild support to confirm the feature is enabled.

What does the "Connection Failed" banner mean?

This red banner appears when something went wrong during the connection process (for example, if the authentication flow was interrupted or timed out). Try connecting again. If the error persists, contact inBuild support for assistance.

My QuickBooks Online connection shows an error about an expired session. What should I do?

Click the Reconnect button on the QuickBooks Online card. This will take you through the sign-in process again to refresh your credentials. Your existing configuration and mappings will be preserved.