Create & assign work orders (tied to the budget)
Build job sheets directly from your control budget so hours and progress hit the right cost codes from day one.
Assign work, capture labour and site evidence, route approvals, then export per-project / per-worker summaries to QuickBooks Online. Budgets and forecasts update as the work happens—no spreadsheets, no re-typing.
Free 14-day full-featured trial. No credit card required.
For UK main contractors, specialist trades, and service teams running weekly or monthly payroll who want job-coded work orders that update variance and EAC in real time. Planyard keeps approvals and coding tight on site, then sends accountant-ready rollups to QuickBooks—while CIS and reverse charge VAT stay correctly handled on the AP side in QBO.
QuickBooks is great for accounting; Planyard makes job sheets operational and job-coded so finance gets clean data and project teams get live control.
Give crews a job sheet they’ll actually use, keep coding and approvals tight, and send accountant-ready rollups to QuickBooks. Your budget and forecasts update as the work happens.
Create work orders that mirror the way you estimate and track costs.
Every work item links to a budget line—no after-the-fact recoding.
Apply agreed rates upfront to keep costs consistent across projects.
Assign owners and deadlines so work and costs stay on schedule.
Email/SMS reminders or a lightweight web form keep time capture simple.
Record time against the exact task/code that drives the budget.
Attach context (what, where, issues) right to the work order.
Track rented labour or plant time for later invoice checks.
No credit card required. No sales or IT support needed.
Escalate unusual entries by value, task or trade before approval.
Approved hours update variance and forecast-to-complete instantly.
See crews, tasks and progress in one view to spot trends early.
Locked coding stops incorrect cost allocations at source.
Use Site → QS → Finance approvals as needed.
Know who approved what—and when—on every work order.
A single approved record flows through; no re-typing later.
Once you approve the work done, your budget updates the end cost.
No credit card required. No sales or IT support needed.
Weekly or monthly summaries align to payroll and reporting cadences.
Rollups map to your Chart of Accounts and Classes out of the box.
Only reviewed, authorised data is included in the export.
Entries, notes, photos and approvals remain in Planyard for audits.
See totals by supplier and project before any payment goes out.
Apply and hold agreed rates—no drift across projects.
Match supplier invoices to recorded hours/usage line-by-line.
Catch over-billing or overlaps before they hit cash.
No credit card required. No sales or IT support needed.
Only reviewed hours flow into the accounting summary for QBO.
Match subcontractors and their CIS info to the right QB vendor—no duplicates.
Once the bill lands on the correct vendor, QBO calculates CIS.
Notes, attachments and approval trails remain available in Planyard.
If you only track hours, you still fix coding later and spot variances late; add Planyard to make the data job-ready from the start.
Feature | QuickBooks Alone (work orders/timesheets) | QuickBooks + Planyard |
---|---|---|
Hours tied to cost codes at entry | ||
Approvals matched to each project | ||
Job-cost visibility during the job | ||
Accounting-ready summaries | ||
Evidence & audit trail | ||
Duplicate handling/re-typing |
Posts: Per-project/worker summaries (weekly/monthly), mapped to COA/Class; approved entries only.
Stays: Detailed entries, notes/photos, approval logs, budget & forecasts (in Planyard).
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
Read more"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
Read more"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
Read more"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."
Read moreWe've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
No—QuickBooks runs payroll and HMRC filings. Planyard prepares the approved, coded summaries so payroll and job reports are clean.
Yes, indirectly. CIS applies to subcontractor bills. Planyard ensures the correct vendor linkage and coding, then QuickBooks applies CIS automatically on the posted bill.
Reverse charge is applied to eligible AP bills in QuickBooks. Planyard keeps it on the AP side by sending vendor-linked, properly coded bills; timesheets/work orders focus on payroll and job costing.
Yes. Approve by weekly or monthly cycles and export per-project / per-worker totals to QBO so Finance doesn’t rebuild numbers later.
QuickBooks Time captures hours; Planyard enforces cost codes and approvals, updates live variance/EAC, and exports accountant-ready summaries to QBO—no re-typing.
No credit card required. No sales or IT support needed.