Simplified QuickBooks Constructions Job Costing Integration
Looking for software that helps you track construction costs and integrates with QuickBooks Online?
Track your construction project budget and project profitability on Planyard. Our QuickBooks construction integration sends pre-approved invoices to QuickBooks and eliminates the need for duplicate data entry.
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Structuring and Managing Budgets in Planyard
Split your budget into any number of headings, sub headings, and items and upload it to Planyard for detailed tracking. Follow your project costs using our comprehensive constructions 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 automatically track both budget commitments and approved costs seamlessly. All costs are then 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 manually select corresponding accounts in QuickBooks.
Simplify 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 have connected QuickBooks and Planyard, all of your vendors will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure that you always have the same contacts in both systems.
When you create a contact in Planyard, it will be pushed to QuickBooks as soon as you approve a cost. So it doesn’t matter from which software you create the vendors.
Our customers about us
“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.
So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.
Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”
Ian Holford
Manager, Higgihaus Developments
“I have been working on cloud accounting tools like Xero and QuickBooks which are excellent, but they don’t have a specific construction-based costing tool.
Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.
When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”
Paul Howarth
ACMA, CGMA, Director, Live Management Accounts Ltd
Planyard contractor software helps ambitious teams smash their targets and accelerate their growth.
- No more spreadsheets
- Saves project managers’ and QSs’ time
- Easy to implement and use
- Real-time and accurate financial forecasts
- No more duplicate data entry
