QuickBooks Integration

Sync transactions and invoices with QuickBooks Online

Admin
QuickBooks Integration in Boom PMS
QuickBooks Sync: Automate your accounting workflow

Overview

The QuickBooks integration automatically syncs your Boom PMS financial data with QuickBooks Online. This eliminates double-entry, ensures accurate bookkeeping, and simplifies tax preparation.

What Gets Synced

  • Income - Reservation revenue, fees, and taxes
  • Expenses - Property expenses and vendor payments
  • Invoices - Guest and owner invoices
  • Customers - Guest records synced as customers
  • Vendors - Service providers and contractors

Connecting QuickBooks

1

Navigate to Integrations

Go to Admin > Integrations and find QuickBooks in the Accounting section.

2

Click Connect

Click "Connect to QuickBooks" to start the OAuth authentication.

3

Authorize Access

Log into QuickBooks and authorize Boom PMS to access your company file.

4

Map Accounts

Match your Boom PMS ledger accounts to corresponding QuickBooks accounts.

5

Initial Sync

Run an initial sync to import existing customers and vendors from QuickBooks.

Account Mapping

Map your Boom PMS accounts to QuickBooks:

Income Accounts

  • Rental Income → QuickBooks revenue account
  • Cleaning Fees → Service income or separate account
  • Other Fees → Miscellaneous income

Expense Accounts

  • Cleaning Expense → Operating expense
  • Maintenance → Repairs and maintenance
  • Supplies → Property supplies

Liability Accounts

  • Security Deposits → Liability account
  • Owner Payables → Accounts payable

Sync Settings

  • Auto-Sync - Enable automatic daily synchronization
  • Sync Direction - Two-way or one-way sync
  • Conflict Resolution - How to handle data conflicts
  • Start Date - Only sync data after this date

Troubleshooting

Connection Expired

QuickBooks tokens expire after 100 days. Reconnect by clicking "Reconnect" in the integration settings.

Duplicate Entries

If duplicates appear, pause sync and review mapping. Merge duplicates in QuickBooks before resuming.

Missing Accounts

Create required accounts in QuickBooks first, then refresh the account list in Boom PMS mapping.

Pro Tips

Class Tracking
Enable class tracking in QuickBooks and map properties to classes for easy per-property P&L reports.
Review Before Sync
Always review your account mapping before enabling auto-sync. Incorrect mapping can create accounting errors that are difficult to fix.