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.
Read success stories from our customers
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Our previous systems didn't track job costs in a way that aligned with how our projects actually run. We needed a tool to handle purchase orders and provide a clear view of every project—showing exactly where we stood at any moment, what costs were still to come, and exactly where we had already spent."
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"In the past, it would take me an entire week just to set up a spreadsheet for a single project. Now with Planyard, that same setup takes maybe an hour. There’s no reason to spend a week building a manual system from scratch when you can get everything ready to go in a fraction of the time."
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"When I have been working on cloud accounting like Xero and Quickbooks they don’t have a specific construction-based costing tool. You have project management costing tools but they are not aimed at the level of what construction companies need so I came across Planyard and I was like finally there is something that solves the problem."
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
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"Planyard has been one of the easiest systems to implement. Honestly, I don't find it difficult at all to onboard new users or projects onto the system."
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"I don’t need to worry about that piece of paper or invoice again. It’s not only set up correctly against the budget, but it’s also been sent off to accounts, so I don’t have to send any more emails or do any more work for those invoices to be received by the bookkeeper or the accountant."
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Trusted by construction companies globally
Solutions for Contractors on QuickBooks
Pick a starting point: add the controls QuickBooks misses — job costing, estimating, approvals, CIS, and more.
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 integrationRelated 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)
- Planyard support – QuickBooks — Everything regarding QuickBooks in our support center.
Contractor success stories
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
"Planyard takes your project budget and puts it very clearly on screen, allowing you to account for all your costs, invoices, and receipts as you process them before they even reach the accounting department. This gives you a live, real-time picture of exactly where your project budget stands at any given point."
"Team members can jump into the system and immediately see exactly where a project stands without getting confused. It’s so self-explanatory and user-friendly that I don’t have to spend weeks training everyone in the company on how to use it; they can just get to work."
"If I were still relying solely on Excel to track and present the financial positions of our projects, I would be losing significant time every single month. By implementing the streamlined processes that Planyard supports, I’m saving at least three to four days of work every month that would have otherwise been spent on manual data entry and reconciliation."
"Using Planyard gives me a lot more certainty that the figures we are looking at are accurate and reflect the true status of the budget."
"It’s a fantastic visualizer; you can jump onto Planyard at any point and instantly see exactly how the job is performing straight away."
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Live variance and EAC surface risks early; only approved, coded costs post to QBO.
Yes—accounting stays in QBO; project control stays in Planyard. Bills land with Class/COA and the PDF attached.
Yes—Planyard integrates with QBO and only posts approved, fully coded bills with vendor, COA, Class and the invoice PDF.
Yes—PO ↔ delivery/valuation ↔ invoice matching and project-configured approvals are enforced before anything posts to QuickBooks.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.