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
Navigate to Integrations
Log into Bench, go to Settings → Integrations.
Click "Connect" on QuickBooks Online
Find QuickBooks Online in the integrations list and click "Connect."
Authorize with Intuit
You'll be redirected to Intuit's secure site to authorize the connection.
Select Your Company
Sign into your QuickBooks account and select the company you want to connect.
Review Permissions
Review the requested permissions and click "Connect" to approve.
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.
