Buildertrend and QuickBooks Online for builders
Keep both systems telling the same story.
Short answer: To make Buildertrend and QuickBooks Online agree, map each Buildertrend job to one QuickBooks project, use the same cost code list in both, decide which system enters bills so nothing is entered twice, sync vendors and accounts before you start, and tie the job cost in Buildertrend to QuickBooks each month after the close.
Setup decisions
- One job in Buildertrend equals one project in QuickBooks
- One cost code list, mapped to QuickBooks products and services
- Bills entered in one place only
- Vendor names matched in both systems
The monthly tie-out
After the close, compare cost to date by house in Buildertrend to the QuickBooks project report. Differences are usually unsynced bills, card charges coded only in QuickBooks, or a bill on the wrong job.
When it is already out of sync
A cleanup recodes open houses, removes duplicates and resets the mapping. See our cleanup service.
Sources
Common questions
Does Buildertrend sync with QuickBooks Online?
Buildertrend offers a QuickBooks integration. Check Buildertrend's help center for what syncs on your plan.
Which system should enter bills?
Either can work. Pick one and stick to it.
Can you manage this every month?
Yes. It is part of our monthly close.
Related
By John Mos, Founder. Updated . We do not give tax or legal advice. Please ask your CPA or attorney.
See where your margin goes, house by house.
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