Build the estimate once (templates & cost library)
Create estimates faster with reusable templates and a structured cost library; reuse past projects when scopes repeat, then export a polished PDF for clients.
Construction Estimating Software Compatible with QuickBooks
Stop rebuilding numbers in spreadsheets. Create accurate estimates in Planyard, convert them into live budgets and purchase orders, then post only approved bills to QuickBooks with the correct vendor, chart of accounts, and class—so reporting stays clean and consistent.
- Estimate -> budget in one click
- Templates and cost libraries to standardise estimating
- Approved bills sync to QuickBooks
Free 14-day full-featured trial. No credit card required.
Trusted by construction companies globally
Why contractors add Planyard to QuickBooks for estimating
Estimators and PMs build estimates in Planyard; delivery teams call off against the agreed budget; Finance receives only approved, correctly coded bills in QuickBooks. That means no duplicate entry, accurate class/accounts tagging, and fewer AP corrections at the end of the month.
From estimate to live budget (and into QuickBooks)
A single flow from estimate to budget, purchasing, approvals, and posting to QuickBooks—so numbers stay consistent from bid to final account.
Templates
Start from prefilled templates and adjust to the project—no blank-sheet estimating
Cost library
Insert standard items from your library for consistent pricing
Duplicate past projects
Copy a previous estimate when scopes are similar to save time
Export PDF
Produce professional, branded estimate PDFs in seconds
Versioning, markups & accuracy controls
Keep estimates defensible with versions, structured categories, and automated totals—so nothing slips through during revisions.
Version control
Track revisions and who changed what throughout the estimate
Structured categories
Use consistent layers and headings for clearer roll-ups
Markups & overhead
Apply standard markups to maintain target margins
Auto totals
Let the system calculate line, group and grand totals to reduce errors
Carregue o orçamento do seu projeto e acompanhe o progresso financeiro em tempo real
Não é necessário cartão de crédito. Sem necessidade de vendas ou suporte de TI.
Convert the estimate to a live project budget
When the price is agreed, convert the estimate into a control budget with cost codes that downstream teams actually use.
One-click hand-off
Turn estimate lines into budget lines without re-typing
Codes preserved
Cost codes flow through to purchasing and AP
Baseline locked
Freeze a baseline and measure changes against it
Change logging
Record approved adjustments with notes for audit
Map lines to QuickBooks COA & Classes
Keep reporting consistent by aligning budget lines to QuickBooks’ chart of accounts and Classes from day one.
Import COA & Classes
Bring your accounts and Classes into Planyard in minutes
Auto-mapping
Map budget lines once; mappings are reused project-wide
Class tagging
Tag posted bills to the correct class for job reporting.
Error prevention
Block postings without required account/class coding
Carregue o orçamento do seu projeto e acompanhe o progresso financeiro em tempo real
Não é necessário cartão de crédito. Sem necessidade de vendas ou suporte de TI.
Tax outcomes respected in QuickBooks
Planyard keeps vendor linkage and coding correct, so QuickBooks applies all taxes correctly as required.
Vendor master sync
Use the same supplier records that Finance maintains in QBO
Tax rules applied in QBO
Bills land on the right vendor so the correct tax rates are used
Reverse charge
Retention amounts are calculated automatically and reduce risks for errors
Attachments & refs
Invoice PDFs and PO refs travel with the bill for audit
What syncs to QuickBooks Online
Planyard posts a ready-to-pay bill to QuickBooks Online once it passes coding, 3-way matching, and approvals—no drafts, no duplicates.
Approved bills with complete context
Planyard posts a ready-to-pay bill to QuickBooks Online once it passes coding, 3-way matching, and approvals
Approved bills only
Nothing syncs until coding, matching, and required sign-offs are complete
Vendor, GL account, Class, tax & currency
Each bill carries the correct supplier, account, Class, and tax/currency
Invoice PDF + PO/pay app references
Original documents and references go with the bill for finance/audit
Process costs faster
Capture → Auto-link to PO → Approve → Sync
01
Capture: Email invoices to the project inbox or scan via mobile; key fields are extracted automatically.
02
Auto-link to PO: If a PO is referenced, pair with orders and deliveries; flag quantity/price variances.
03
Approve: Route by project or on demand (e.g., Site → QS → Finance) with thresholds; approve on web or mobile.
04
Sync: Approved bills post to QuickBooks with vendor, COA, Class, tax/currency, and attachments.
Estimating & project control: Planyard vs QuickBooks alone
| Capability | QuickBooks Alone | QuickBooks + Planyard |
|---|---|---|
| Estimating (templates, libraries) |  Spreadsheets/add-ons |
 Built-in templates and cost library |
| Estimate → budget conversion | Manual re-typing |
One-click conversion with codes |
| COA/Class (and Locations) tagging | Manual |
Auto-mapped from budget lines |
| Purchase orders & goods received | Basic/limited |
Full PO issuance and receipt tracking |
| 3-way matching (PO ↔ receipt ↔ invoice) | Not enforced |
Enforced with variance blocks |
| Multi-step approvals | Email/manual |
Project-configured or ad-hoc workflows |
| Invoice capture & pre-coding | Re-typing into QBO |
Email-in/OCR with default coding |
| Job variance & EAC visibility | After posting/reports |
Live variance alerts and EAC updates |
| Duplicate entry | Common |
Eliminated (approval-only sync) |
| Attachments & audit trail | Manual uploads |
Bills post with PDF and references |
| Taxes & multi-currency handling | Manual checks |
Clean, coded bills respect QBO tax/currency settings |
Pricing for construction contractors
Start with estimating and budget conversion; add purchasing, approvals, and 3-way match as you standardise processes.
Orçamentação
€49
/ month / project manager
Estimativa de custos
Essencial
€99
/ month / project manager
€40
Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
for supporting staff
Perfeito para funções de apoio ou partes interessadas—obtenha acesso a recursos essenciais do projeto e visualize dados financeiros chave sem permissões completas da plataforma, permitindo que os usuários se mantenham informados e contribuam sem tarefas práticas.Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
Orçamentação e controlo de orçamento
- Tudo no Orçamentação
- Acompanhe orçamentos e despesas reais
- Gerencie faturas de compra automaticamente
- Reutilize dados de custos de projetos ativos para orçamentação
- Sincronize faturas com Xero e QuickBooks
Profissional
€149
/ month / project manager
€40
Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
for supporting staff
Perfeito para funções de apoio ou partes interessadas—obtenha acesso a recursos essenciais do projeto e visualize dados financeiros chave sem permissões completas da plataforma, permitindo que os usuários se mantenham informados e contribuam sem tarefas práticas.Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
Orçamentação, controlo de custos e gestão de ordens de compra
- Tudo no Essencial
- Emita e gerencie ordens de compra
- Acompanhe custos comprometidos no orçamento
- Preveja a rentabilidade do projeto em tempo real
- Crie previsões de fluxo de caixa
- Gerencie contratos com clientes e relatórios de progresso
Ultimate
€199
/ month / project manager
€40
Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
for supporting staff
Perfeito para funções de apoio ou partes interessadas—obtenha acesso a recursos essenciais do projeto e visualize dados financeiros chave sem permissões completas da plataforma, permitindo que os usuários se mantenham informados e contribuam sem tarefas práticas.Normalmente selecionado para: engenheiros de obra, clientes, orçamentistas ou auditores.
Funcionalidade completa
- Tudo no Profissional
- Automatize cotações de subcontratados e fornecedores
- Acompanhe subcontratos e progresso
- Gerencie ordens de alteração de subcontratados
- Recolha pedidos de pagamento de subcontratados
Lê as histórias de sucesso dos nossos clientes
Vê como a Planyard ajuda empresas como a tua a ter sucesso - lê as suas histórias no nosso blogue.
"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."
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"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."
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"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."
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"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."
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