Buildertrend and QuickBooks, finally telling the same story.
Job costing only works when your project numbers and your books agree. We design one cost code structure, connect Buildertrend to QuickBooks and make sure bills, invoices and payments flow the right way every time.
- Cost codes mapped to QuickBooks itemsWk 1
- Vendors and customers matchedWk 2
- Bills and POs syncingWk 3
- Invoices and payments syncingWk 4
- Job costing reports reconciledWk 5
- Office trained on the flowWk 6
The QuickBooks connection is where most Buildertrend setups quietly break. Cost codes don't line up with QuickBooks items, vendors get duplicated, invoices get entered twice, and by the end of the year nobody trusts the job costing report.
We set up the integration ourselves, so you don't pay a separate QuickBooks advisor for that step. We design the cost code structure first, then map it to your chart of accounts and items, then test every transaction type before your team relies on it.
Signs you need this.
Job costing never matches your books
Buildertrend says one number, QuickBooks says another, and closing out a job means a spreadsheet.
Duplicate vendors and customers
The same sub shows up three times because the sync was turned on before anything was cleaned up.
Bills and invoices entered twice
The office keys the same numbers into both systems because nobody trusts the sync.
Your bookkeeper and PMs speak different languages
Cost codes in the field don't map to accounts in the books, so every report needs translating.
What we set up for you.
- A cost code structure built for your trades and job types
- Mapping to your QuickBooks items and chart of accounts
- Vendor and customer cleanup before the first sync
- Bill, purchase order and invoice sync tested end to end
- Payment and deposit flow agreed with your bookkeeper
- Job costing and budget reports that reconcile
- A one page cheat sheet for the office
How it works.
Review your books and your jobs
We look at your chart of accounts, items and how your PMs track costs today.
Design the cost code structure
One structure your estimates, budgets, purchase orders and books all share.
Connect and clean
Merge duplicates, map codes to items and turn on the sync in the right order.
Test and train
Run every transaction type through, reconcile a real job and train the people who touch it.
“Andrew is extremely detailed and organized. We would not have been able to use the platform in such a comprehensive manner without his help!”Tirzah Carpio, Exterior Solutions Plus, Denver, CO
QuickBooks Integration questions.
Do I need a separate QuickBooks advisor?
No. We've invested the time to handle the Buildertrend and QuickBooks integration ourselves, so you skip that extra cost.
Does this work with QuickBooks Online and Desktop?
Buildertrend connects to both, and the setup steps differ. We'll confirm which version you run on the free audit and plan around it.
Can you fix an integration that's already a mess?
Yes. We clean up duplicates and mismatched codes first, then reconnect so new transactions sync cleanly.
Will my bookkeeper be involved?
Ideally yes. We agree the payment and deposit flow with whoever closes your books so nothing surprises them.
From the blog
Buildertrend implementation checklist: what to set up first
The order to set up Buildertrend so it actually sticks: company settings, cost codes, QuickBooks, templates, the client portal and training. A practical checklist for builders and remodelers.
Read the article, 3 min QuickBooksBuildertrend and QuickBooks: set up the integration so job costing matches your books
Why the Buildertrend QuickBooks sync breaks, what to clean up before you connect, and how to test it so your job costing and your books finally agree.
Read the article, 3 minPairs well with.
Find out what your system is missing.
Book a free 15 minute call. If it's a fit, your discovery call includes a complimentary audit of your Buildertrend account.