Take your construction project budgets and profitability management to a new level by integrating Planyard budgeting & construction software and QuickBooks.
Planyard is construction budgeting software that makes budgeting easy and helps you track project profitability forecasts in real-time.
QuickBooks is smart, simple online accounting software for small businesses. It allows users to track expenses, customize invoices, run reports, and more, all from one place.
How our QuickBooks-Planyard integration connects the dots for you
Collect and approve invoices on Planyard
You can use the auto-import functionality to collect invoices sent to your primary mail address (invoices@yourcompany.xy). Additionally, you can use the Outlook-Add to link invoices with projects when you receive them. The mobile apps make scanning paper receipts easy and connect them with invoices.
When the project manager has time, he can easily approve the invoices. They are all in one list with a simple notification that helps us see that there is a job to be done. When approving the invoices, the project manager can allocate the costs between line items in your budget, immediately see how much is still free in the budget for different items, and immediately see if a single line item will exceed the budget.
Send the pre-approved invoices automatically to QuickBooks
When the project manager approves an invoice on Planyard a new Expense get’s automatically created on QuickBooks. This eliminates the need to send the pre-approved invoices via paper or mail to accounting and fully eliminates the need for accountants to do duplicate data entry.
One-click to check everything from bids to subcontracts and purchase orders
Planyard allows the project manager to manage the procurement and billing process in one place. The online bidding process and subcontractor billing process eliminate the need for the project manager to update the budget manually and help save time.
Additionally, you may automate the retainage booking and keep track of your change orders, subcontractor performance, and, ultimately, your project profitability.
The whole team can track project budgets and profitability in real-time
Everything is tracked on the unit, quantity, and cost level, and the risks for over-expenditure are visualized in the bidding and contracting phase, which allows reacting before the actual costs could impact the budget.
There is no need to wait until the project ends to learn if we made a profit or loss. The project profitability forecasts can be followed in real time.