Bench
Integration Guide

Connect QuickBooks to Bench

Sync your accounting data seamlessly. Invoices, payments, and customer records — all in one place.

Before You Start

  • An active QuickBooks Online account (Simple Start, Essentials, or Plus)
  • A Bench account with admin access
  • QuickBooks Desktop is not currently supported — QuickBooks Online only.

How to Connect

1

Navigate to Integrations

Log into Bench, go to Settings → Integrations.

2

Click "Connect" on QuickBooks Online

Find QuickBooks Online in the integrations list and click "Connect."

3

Authorize with Intuit

You'll be redirected to Intuit's secure site to authorize the connection.

4

Select Your Company

Sign into your QuickBooks account and select the company you want to connect.

5

Review Permissions

Review the requested permissions and click "Connect" to approve.

6

Connection Confirmed

You'll be redirected back to Bench — your connection is live!

What Syncs

Customers ↔ Contacts

Two-way sync keeps your contact lists aligned.

Invoices → QuickBooks

Create invoices in Bench, automatically synced to QB.

Payments

Payment records tracked in both systems.

Projects

Bench projects linked to QuickBooks projects.

Frequently Asked Questions

Is my data secure?

Absolutely. We use OAuth 2.0 for authentication, all tokens are encrypted at rest, and Bench is Intuit-certified.

Can I disconnect at any time?

Yes. Go to Settings → Integrations and click "Disconnect" next to QuickBooks. Your data in both systems remains intact.

Does it work with QuickBooks Desktop?

Not yet — we currently support QuickBooks Online only. Desktop support is on our roadmap.

What permissions does Bench need?

Read and write access for customers, invoices, and projects. We never access more than what's needed.

Ready to connect?

Log into Bench and connect your QuickBooks account in under a minute.