BuilderTrend & Quickbooks

 
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Old 09-25-2015, 03:08 PM   #1
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BuilderTrend & Quickbooks


Hi Guys,

I was just wondering if anyone has previously incorporated Builder Trend into their QuickBooks operations. I am mostly wondering what kind of information you think is best to pass along between the two and what you think should just be kept in each software separately. Any help in this matter would be greatly appreciated.

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Old 09-09-2017, 05:31 PM   #2
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Re: BuilderTrend & Quickbooks


I recently stopped using BuilderTREND (BT) because of the interaction with QuickBooks (QB) and that I wasn't able to pull detailed job cost and WIP info.
A couple of my experiences:
First, I like most everything about BT, EXCEPT the way it does accounting...and it didn't make financial sense for me to pay a monthly fee for BT then have to duplicate my efforts in QB.

BT pushes information to QB Online (or Xero). So you'll want to enter all your job costs into BT and then your overhead costs into QBO.
Job related POs, Invoices, and Payments will be pushed to QBO (for an additional fee) so you can run reports using data from BT.

The key is to make sure all job costs go into BT as the program won't pull that data from QBO.

Hope this helps.

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