What Are the Constraints With the QXO Integration?

Mobile App

You can create Estimates and Material Orders using QXO products from the Mobile App, but you cannot place an order directly to Beacon.

Sync

The integration with QXO is a one-way sync.

Once the Material Order has been sent to QXO, you can no longer remove, edit, or delete items from the order. Please contact your QXO sales rep or log in to your QXO account to make these changes. If you need to add additional items to a QXO order after it is placed, you may create a new Material Order.

Taxes

Currently, the sales tax is input on the QXO side. To account for this, navigate to a Contact or Job record and open the Profit Tracker tab. Then, add a line item to which you will input the Actual amount with tax. This will ensure all costs are documented.

Quickbooks

When syncing with Quickbooks Desktop, your product names must be less than 31 characters. This is due to the fact that Quickbooks Desktop limits the number of characters allowed in the product name field.

To account for this, QXO material names have been automatically shortened to 31 characters or less with a ~X. If there are duplicate material names that are 31 characters, "~X" will be added to the end of the material name. The entire material name will be included in the description field of the product.

Material Orders do not sync to Quickbooks.