Streamline Your Accounting Workflow with BuildTopia’s Integration for QuickBooks Online
BuildTopia streamlines the back-office operations of residential homebuilders with a single-entry estimating system that allows each user to enter a piece of information once and have that data flow directly from the vender bids, cost codes, project information, lots, budgets & expenses, approve purchase orders, to and from QuickBooks – with no double entry.
Users can manage their projects and lots using BuildTopia’s powerful cloud-based construction management software for smaller to midsized residential home builders to coordinate their projects, communicate better with clients & onsite crew, and control all the financials of their jobs using our seamless accounting integration for QuickBooks Online (QBO).
How it works with QuickBooks
Trade Partner Information can be sent from BuildTopia and synced with Vendor Details in QuickBooks. This includes their estimates, cost codes, project information, lots, budgets, and approved purchase orders. The BuildTopia accounting integration for QuickBooks Online offer seamless automation to send approved purchase orders (Pos) to QuickBooks and update any Trade Partner’s remittance changes. QuickBooks will also show payment details, including the check number and check date, for TradeTopia users.
You can choose:
- What should be used for the Lot Name in QBO
- Select whether you are using the QBO taxes module or not
- Do you want POs to be automatically sent to QBK when approved
- What should be used for the Vendor Name in QBO
- Opt to automatically queue TP-side contract / remittance changes
- How should approved Pos appear in QBO
- What should be used for the Project Name in QBO
- What should be used for the Cost Code Name in QBO
- Choose between using QBO estimates or budgets
- How you want your PO line items to appear in QBO
The main Settings of the QuickBooks Online accounting integration setup process with BuildTopia.
The Trade Partner info synch to QuickBooks Online with vendor accounting codes and other billing information.
With the integration you’ll be able to sync your BuildTopia Costs codes and QuickBooks Online products and services.
Manage your projects and lots with BuildTopia and link it back to QuickBooks customers (and sub-customers).
Manage purchase orders from BuildTopia and process the expense transactions & TradeTopia purchase order payment info in QuickBooks.
