Integrate Planyard Construction Budgeting Software and QuickBooks Accounting Software

Structuring and Managing Budgets in Planyard

Split your budget into any headings, subheadings, and items and upload it to Planyard for detailed tracking. Follow your project costs using our comprehensive construction budgeting tool. Every time you approve costs, the budget updates automatically, ensuring that project profitability is always current without any manual work.

Manage multiple tasks within Planyard, including purchase order management, subcontracts, RFQs, and purchase invoices. This allows you to seamlessly track budget commitments and approved costs. All costs are automatically forwarded to QuickBooks, making it an ideal solution for QuickBooks contractors.

Collecting and Processing Costs in Planyard

Automatically collect invoices in Planyard and extract essential details such as invoice date, number, and due date. Planyard automatically links invoices to the corresponding purchase orders or subcontracts.

Allocate costs to the correct headings and line items, then approve them. Once approved, the budget, subcontract, or purchase order updates automatically, and all cost documents are forwarded to QuickBooks for accurate accounting.

Automatic Invoice Transfer to QuickBooks

Approve an invoice in Planyard, and it automatically transfers to QuickBooks, including quantities, prices, and the original invoice document. The accountant can then quickly approve and pay the expense, ensuring invoices do not exceed the agreed amounts. This streamlined workflow leverages the project team’s expertise to confirm each invoice’s accuracy.

Connecting Budgets with QuickBooks’ Chart of Accounts

Connect your budget line items with the correct accounting accounts in Planyard, eliminating the need to select corresponding accounts in QuickBooks manually.

This integration simplifies the workflow for accountants and project managers. Project managers fill in all expense details on the pre-approved invoice, so accountants don’t have to chase them for information like line items, cost codes, or related projects. This integration ensures all necessary information is included upfront.

All of Your QuickBooks and Planyard Vendors are in Sync

When you connect QuickBooks and Planyard, all your vendors will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure you always have duplicate contacts in both systems.

Creating a contact in Planyard will be pushed to QuickBooks as soon as you approve a cost. So it doesn’t matter from which software you make the vendors.