QuickBooks and Buildertrend or JobTread cleanup
When your project software and your books tell two different stories, we make them agree and keep them that way.
Short answer: A QuickBooks and Buildertrend or JobTread cleanup fixes the mapping between the two systems (jobs, cost codes, vendors and accounts), removes duplicates, codes past costs to the right house, and reconciles the months that are behind, so job cost reports in both systems match the books.
Signs you need a cleanup
- Job cost in Buildertrend or JobTread does not match QuickBooks
- Bills entered twice, once in each system
- Costs sitting in a general "Materials" account with no house attached
- Bank or card accounts that have not been reconciled in months
- Cost codes that differ between your estimate, your project software and your books
How we approach it
- Checkup first: we review 2 to 3 houses and tell you what is wrong in writing
- Agree one cost code list and map it in both systems
- Decide which system enters bills so nothing is entered twice
- Recode open houses, then catch up past months
- Hand off into the monthly close so it stays clean
What it costs
Setup is $1,500 to $3,000, and backlog cleanup is quoted per month of history. Both are fixed quotes after the $750 Checkup. See pricing.
Common questions
Do you recommend Buildertrend or JobTread?
We work with both. The right one depends on how you run jobs. We do not resell software.
Can you clean up without monthly service?
Our cleanup is built to lead into monthly bookkeeping. Ask during the introduction if you need cleanup only.
How far back do you go?
Usually the current year and any open houses. Your CPA may want more. We quote per month of history.
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.
Tell us about your homes and your books. If we are a fit, we start with a $750 Job Cost Checkup: written findings and a fixed quote in 10 business days, credited to your first month if you sign up.