Profitability insights
See which projects are on target and which need attention. Live variance and EAC show impact before it hits margin.
Learn more about profitability trackingQuickBooks for Construction
QuickBooks is great for accounting, but it wasn’t built for job costing. Planyard fills the gap with real-time cost tracking, automated purchase orders, and seamless invoice approvals — so only clean, error-free data lands in QuickBooks.
- Approval-only sync keeps ledgers clean
- 3-way match blocks bad invoices before accounting
- Real-time project costs and forecasts
Free 14-day full-featured trial. No credit card required.
Solutions for Contractors on QuickBooks
Pick a starting point: add the controls QuickBooks misses — job costing, estimating, approvals, CIS, and more.
Estimating
Stop rebuilding numbers in spreadsheets: build accurate estimates with templates and a cost library, then convert to a live budget and POs in one click.
Bids & Proposals
Create client quotes with markup from your cost database, export branded proposal PDFs, and carry accepted numbers forward into delivery.
Contractors Integration
Approve an invoice in Planyard and it automatically transfers to QuickBooks (quantities, prices, and the original PDF) while budget lines map to the correct accounts.
Job Costing
Real-time cost tracking plus automated POs and invoice approvals — keep project profitability current without manual work.
CIS & Reverse Charge VAT
Keep vendor linkage and coding correct in Planyard so QuickBooks applies tax rules (incl. reverse charge) on posted bills; PDFs and references travel with the bill.
Approval Workflows
Capture invoices, auto-link to POs and deliveries, route project-configured approvals, and only then post to QuickBooks — no drafts, no duplicates.
See real-time job visibility with Planyard + QuickBooks
Watch a 2-minute tour: capture invoices, auto-link to POs, route approvals, and sync clean, fully coded bills to QBO—no re-typing.
Process: Capture → PO link → Approve → Sync
Site and QS teams work in Planyard; Finance stays in QuickBooks. You get one controlled flow from invoice capture to payment-ready bills—so ledgers stay clean and job reports stay accurate.
Capture
OCR turns PDFs and photos into structured data (no re-typing); duplicates are flagged before review.
Learn more about captureUpload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Auto-link to PO
Invoices auto-pair to the correct PO and delivery/valuation; price and quantity variances are highlighted.
Read about POs
Approve
Project-configured routes (e.g., Site → QS → Finance) based on rules in each project.
Learn more about approvalsUpload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Sync to QuickBooks
Only approved, fully coded bills post with vendor, COA, Class, tax/currency, and the invoice PDF attached.
Read about the integrationTrusted by construction companies globally
Read success stories from our customers
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."
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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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Related resources
- QuickBooks Job Costing for Construction — Prevent overruns with live variance and 3-way match.
- QuickBooks Integration for Contractors — Capture → match → approve → sync cleanly to QBO.
- Setting Up QuickBooks for a Construction Company — Classes/COA/vendor basics done right.
- Construction Accounting with QuickBooks — Keep ledgers clean as projects scale.
- Can QuickBooks Online Do Construction Job Costing? — Where QBO stops and controls begin.
- Procore QuickBooks Integration (and a better alternative for small teams)