Connecting QuickBooks Online

Last updated: April 11, 2026

Overview

The Accounting Integrations page lets you connect inBuild to your QuickBooks Online account so you can sync financial data between Procore and QuickBooks. This article covers how to connect a QuickBooks Online account, what to expect after connecting, and how to disconnect or switch accounts when needed.

Only users with the Procore Company Admin role can access the Accounting Integrations page and manage connections. If you do not see Accounting Integrations in the Settings sidebar, confirm that you have admin access or contact your company admin.

Connecting QuickBooks Online

Connecting your QuickBooks Online account uses a secure sign-in flow provided by Intuit. You will be redirected to the QuickBooks website to authorize the connection, then brought back to inBuild automatically.

Navigate to Settings in the left sidebar.
Click Accounting Integrations.
On the QuickBooks Online card, click Connect.
You will be redirected to the Intuit sign-in page. Enter your QuickBooks Online credentials and sign in.
Select the QuickBooks company you want to connect to inBuild, then authorize the connection.
You will be redirected back to inBuild automatically.

After the connection is established:

First-time connection: You will be taken to the QuickBooks Online Setup Wizard to configure how your data maps between Procore and QuickBooks. Complete the wizard before syncing any data.
Reconnecting a previously configured account: You will be returned to the Accounting Integrations page. Your previous configuration and mappings are preserved.

Once connected, the QuickBooks Online card displays the email address and name of the connected QuickBooks user, along with a Settings button and a Disconnect button.

If the connection fails, a red banner will appear at the top of the page with the message "Connection Failed." Check your QuickBooks credentials and try again.

Connection States

The QuickBooks Online card on the Accounting Integrations page reflects the current state of your connection. Here is what you may see and what each state means:

State	What You See	What to Do
Not connected	"No QuickBooks Online account connected" with a Connect button.	Click Connect to begin the sign-in flow.
Connected	The connected user's email and name are displayed, with Disconnect and Settings buttons.	No action needed. Click Settings to configure your integration.
Session expired	"Your QuickBooks Online session has expired. Please reconnect your account." with a Reconnect button.	Click Reconnect to sign in again. Your configuration and mappings are preserved.
Connection error	"There was an error connecting to QuickBooks Online. Please try again." with a Reconnect button.	Click Reconnect to re-establish the connection.

Disconnecting QuickBooks Online

Disconnecting removes the active connection between inBuild and your QuickBooks Online account. Your existing configuration and data mappings are preserved, so if you reconnect the same account later, you will not need to redo the Setup Wizard.

Navigate to Settings in the left sidebar.
Click Accounting Integrations.
On the QuickBooks Online card, click Disconnect.
The integration will be disconnected immediately. A confirmation toast will appear: "Integration disconnected successfully."

After disconnecting:

No bills or invoices will sync to QuickBooks until you reconnect.
Both the QuickBooks Online and QuickBooks Desktop cards will appear on the Accounting Integrations page, allowing you to connect either one.
Your configuration, mappings, and previously synced data are not deleted.

Disconnecting takes effect immediately with no confirmation dialog. Make sure no syncs are in progress before disconnecting.

Switching to a Different QuickBooks Online Account

If you need to connect a different QuickBooks Online account (for example, switching to a different QuickBooks company), you can do so from the QuickBooks Online Settings page without manually disconnecting first.

Navigate to Settings > Accounting Integrations.
On the QuickBooks Online card, click Settings.
In the Integration Status section, locate the Connected Account field.
Click the gear icon next to the connected account information.
A confirmation dialog will appear with the title "Switch QuickBooks Account" and a message indicating that the current account will be disconnected.
Click Switch Account.
You will be redirected to the Intuit sign-in page. Sign in with the new QuickBooks account credentials.
Authorize the connection and you will be returned to inBuild with the new account connected.

Switching accounts disconnects the current QuickBooks user and connects the new one in a single step. Your integration configuration is preserved, but you may need to update your data mappings if the new QuickBooks company has different customers, vendors, or items.

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 QuickBooks Desktop is connected, you must disconnect it before connecting QuickBooks Online, and vice versa.

What happens to my configuration and mappings when I disconnect?

Your configuration, data mappings, and previously synced data are all preserved. If you reconnect the same QuickBooks account later, your settings will still be in place and you will not need to complete the Setup Wizard again.

My session expired. Do I need to reconfigure everything?

No. When your QuickBooks session expires, click Reconnect on the QuickBooks Online card and sign in again. Your configuration and mappings are not affected by a session expiration.

I see "Connection Failed" after trying to connect. What should I do?

This error appears when the QuickBooks authorization process did not complete. Verify that you are using the correct QuickBooks credentials, that you selected a company during sign-in, and that you did not cancel the authorization. Then try clicking Connect again. If the issue persists, contact inBuild support.

I do not see the Accounting Integrations option in Settings. Why?

The Accounting Integrations page is only visible to users with the Procore Company Admin role and when the accounting integrations feature has been enabled for your company. If you believe you should have access, contact your company admin or reach out to inBuild support.

Will syncs continue if I disconnect?

No. Once you disconnect, no bills or invoices will sync between inBuild and QuickBooks Online until you reconnect.