QuickBooks for construction

Add efficiency and eliminate double entry for your business

Overview

Accounting

Sync accounting data across devices to make financial processes easier.

Payments

Easily send invoices and accept payments from anywhere.

Job costing

Enter time and expenses for each project and run full job costing reports.

Tax management

Send subcontractors requests for information.

Accuracy

Ensure financial information is always protected.

Financial control

Edit and review files and numbers wherever you’re at.

Requirements

Package level

Works with all Buildertrend plans

Account permissions

No additional permissions required

Type of plan required

QuickBooks Subscription

What is QuickBooks?

QuickBooks is an financial management software that allows to track expenses and budgets from any location with any device as long as you are logged into your account. This is a good option for businesses that operate out of multiple locations or on-the-go.

Features

How does the QuickBooks integration work with Buildertrend?

Streamlined accounting processes

Forget about the mess of paperwork on your desk and start syncing your accounting data across all devices. This will allow you to process payroll, balance cash flow and analyze profits and losses from anywhere. You can access your important financial information whenever and wherever you need it.

Automated payments

Automated payments make it simple to integrate your funds. You can accept payments right on your phone and easily send invoices with plans, contracts and photos. Plus, for added convenience, when an invoice has been paid, you’ll automatically receive a notification.

Job costing

With QuickBooks, you can run full job costing reports with the ability to enter time and expenses for each project. This will give you the insight to know which projects are bringing in profits and which ones are needing further action.

Subcontractor management

Collecting tax information from your subs can be tedious. QuickBooks gives you the option to send them a request, so they can quickly upload their tax information in one secure location. This saves you valuable time when preparing your 1099s. There’s also a time tracking option that organizes billable hourly rates into one document.

Less data loss or error

Faulty spreadsheets can be easily deleted or lead to errors with a mistake caused by human error. They also don’t provide the type of security you need for important financial information. With QuickBooks, you’ll never have to worry if your information is accurate or secure – the software was designed to handle sensitive data.

Remote financial control

As a contractor, you’re probably rarely at your desk. You need to be able to edit files and review numbers in the field or on the go. It’s time to cut ties with your desktop computer and start managing your financials wherever it’s most convenient for you.

Benefits

Why use QuickBooks and Buildertrend?

QuickBooks goes beyond bookkeeping by working seamlessly with Buildertrend’s construction management software. Its two-way sync allows information to be transferred between both platforms in just a few clicks.
You can push job-specific expenses that originated in QuickBooks and quickly send them back to your Buildertrend budget for more accurate job costing.

Owner invoice screenshot
Installation

Installation

  1. Log in to your Buildertrend account.
  2. Click the Apps dropdown and choose Find new apps.
  3. Search for QuickBooks and click on the app title.
  4. Click Try it free to start installing your app.
  5. You’re all set!

Feel confident knowing your construction financials are accurate and secure

Ready to get started? You can log in to your account to install the integration. If you’re new here and looking to get signed up, request a demo, and our team will reach out soon!

Frequently asked questions about QuickBooks integration

QuickBooks goes beyond book keeping when integrated with Buildertrend’s construction management software. The two-way sync functionality allows information to be passed between platforms. Job-specific expenses that originated in QuickBooks and can be sent to your Buildertrend budget for more accurate job costing. This means no more double entry. All information is accurate an available in one place whenever you need it.

The best question to ask is not about the industry but more about your specific business needs. Which version is best for the size of your business? How many employees will need access? This is a great place to start.

If you’re a small to mid-sized construction company, we recommend the most popular plan – the Plus. This allows five users to have access and has the ability to track all your projects, track labor costs, complete payroll and manage expenses.

The best part about choosing a plan is you can start small and upgrade to the next version as your business grows.

The Contractor Edition is an add-on that’ll specifically allow you to budget and plan for the cost of larger jobs. It will cost you $800/year on top of your normal subscription.

Some features include track change orders, create purchase orders and assign costs to jobs. The Contractor Edition is limited to five users, and it’s difficult to share your books with an external accountant.

However, the job cost feature is excellent, so we recommend it if you’re looking to plan and budget for larger projects. However, take note that this is a local program and is best used for companies with in-house bookkeepers.Â