Quickbooks Job Costing Integration

What is Planyard?

Planyard is a cloud-based job costing software for real estate developers and construction companies. It lets you build without doing repetitive data entry.

You can manage your budget without Excel and back-and-forth emails and let your subcontractors do the work for you.

What is Quickbooks?

Quickbooks is a popular accounting software for small businesses. It's cloud-based.

You can easily manage income, expenses, payroll, and more in one place.

Quickbooks job costing integration details

Use the integration to eliminate the need for accountants to do manual double data entry.

  1. Follow your project costs (such as labour, materials etc.) in Planyard
  2. When a new expense occurs, it gets approved by the project manager in Planyard
  3. Once approved, the pre-approved invoice gets sent from Planyard to Quickbooks with all relevant details automatically
  4. The accountant just needs one click to approve the invoice

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.

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Explore the software on your own with the help of tutorial videos, support chat, and articles. No credit card required.

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We will take you through the software step by step and answer all your questions during a free 60-minute video call.

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Frequently asked questions

Can I use Planyard when my project already started?

Yes. We will help you bring over all ongoing projects within a week.

Usually, we can import your already occurred costs from your accounting software and upload your existing project budget as-is.

Contact us for more information.

Can we track our entire portfolio in Planyard?

Yes.

We can onboard all starting and ongoing projects, save project managers time on reporting and follow your project budgets and forecasts in real-time. It usually takes less than a week to onboard your entire portfolio.

Please contact us for more information.

How long does it take to learn how to use Planyard?

In our experience, most project managers get from zero to active usage already during the demo (in one hour).

How can I get subcontractors to use Planyard?

There are two ways for subcontractors to submit pay applications:

  1. You can initiate it in Planyard and send them an email with a template;
  2. You can activate a portal for subcontractors (it's free for everyone) where subcontractors can request pay application on their own.

It doesn't matter which solution you prefer - the portal is still available in multiple languages and it saves time and reduces errors for subcontractors as well.

In our experience subcontractors don't require extra training to use it - it's very straight forward to understand.

Can you integrate with our custom-built software?

Yes. We also develop integrations with in-house solutions.

Please reach out to us for details.

Can I use Planyard in my language?

Yes. If the language doesn't already exist, we are able to translate the app within a week.