How To Integrate Buildertrend With Quickbooks
BuilderTrend and QuickBooks integration allows you to automatically sync your BuilderTrend account with your QuickBooks Online account. This allows you to manage your finances in one place and save time by eliminating the need to manually enter data into both systems.
6 Steps to Integrate Buildertrend With Quickbooks
There are many software tools available to help manage construction projects, and buildertrend is one of the most popular. QuickBooks is another widely used tool, and the two can be integrated to provide a complete solution. The integration can help save time and money by eliminating duplicate data entry, and it can also help ensure that project information is accurate and up-to-date.
In the field of construction, it is important for professionals to know how to integrate QuickBooks with BuilderTREND. This knowledge can help streamline the billing and accounting process, as well as provide accurate records of materials and costs. Inaccurate records can lead to errors in billing customers and can result in delays in payments. Ultimately, learning how to properly integrate these two software programs can save time and money for both the construction company and the client.
Step 1: Import Invoices
The first step in integrating BuilderTREND with QuickBooks is to import your invoices. QuickBooks can automatically generate invoices for you based on the information in BuilderTREND, or you can manually create and send invoices from QuickBooks. If you want QuickBooks to generate invoices for you, simply select the option to “Enable Invoice Integration” in BuilderTREND.
Step 2: Create Estimates
In the “Create Estimates” step of integrating BuilderTREND with QuickBooks, you will need to generate a report of all the line items for each estimate in BuilderTREND. This can be done by going to the “Reports” tab, selecting the “Estimates” report type, and then choosing the “Detailed Line Items” report format. Once you have generated this report, you will need to export it to a CSV file.
Step 3: Create Orders
After you’ve logged into your QuickBooks account, click the “Create Order” button on the BuilderTREND toolbar. Enter in your QuickBooks customer information, project information, and product information. When you’re finished, click the “Submit to QuickBooks” button and your order will be sent to QuickBooks for processing.
Step 4: Track Job Progress
After clicking the “Track job progress” button in the left sidebar, a list of recent job activities will appear in the main area of the screen. To view more detailed information about a specific job, click on the job name. This will take you to the Job Details page where you can see a complete history of the job, including all invoices, payments, and documents.
Step 5: Create And Send Invoices
After you’ve logged into your Buildertrend account and located the project you’d like to invoice, click the Create and Send Invoice button. From there, you’ll be able to select which items on the project you’d like to invoice for and add any necessary notes. Once you’re satisfied with your invoice, click the Send button and your client will receive the invoice via email.
Step 6: Get Paid Faster With Online Payments
With online payments, you can get paid faster and more efficiently. QuickBooks integration with BuilderTrend allows you to manage your finances in one place, making it easier to keep track of your money.
Frequently Asked Questions
Does Buildertrend Do Accounting?
Buildertrend does not have an accounting department.
Does Buildertrend Sync With Quickbooks?
Yes, Buildertrend does sync with QuickBooks.
To Summarize
There are a few different ways to integrate BuilderTrend with QuickBooks. One way is to export the jobs from BuilderTrend into QuickBooks as invoices. Another way is to use the QuickBooks sync tool to automatically sync your BuilderTrend data with QuickBooks.
