You can ditch the spreadsheets. Track your construction project budget and project profitability on Planyard. This is made possible by the QuickBooks integration for contractors. It sends pre-approved invoices to QuickBooks and eliminates the need for duplicate data entry.
What is Planyard?
Planyard is a cloud-based budget and subcontractor management software for main contractors.
You can manage budgets without Excel and back-and-forth emails. Your subcontractors will do the work for you.
What is Quickbooks
Quickbooks is accounting software for small businesses. It’s cloud-based.
You can automate everyday business tasks, get up-to-date financials – from wherever you are.
QuickBooks & Planyard integration for contractors details
Use the integration to eliminate the need for accountants to do manual double data entry.
- You can run bid requests and purchase orders in Planyard
- Stay on top of your subcontracts, project budget and profitability
- Let the subcontractors who do progress billing do the data entry
- Use the integration to send the approved invoice straight to QuickBooks
- Save your project stakeholders and accountant time from duplicate data entry
- Optionally connect your budget line-items with the right Accounting Accounts on Planyard and eliminate the need to select the corresponding accounting accounts on QuickBooks.
Accountants won’t have to chase project managers for details about the expense – which line-item, cost code, and project it’s related to. It’s all on the pre-approved invoice.
Try this QuickBooks compatible contractors budget management tool today. Free for 14 days. No credit card required.
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.”
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.”
“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”
Member Of The Board, Hausers
Still using Excel for budget management?
There’s a better way.
Spreadsheets are not the best way for managing job costs
- It’s too easy to make mistakes;
- You can’t see behind the numbers;
- It’s hard to standardize and ensure compliance;
- There’s no real-time overview of profitability forecasts;
- It means duplicate work for PMs and accountants.
Planyard saves time and nerves
Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more.