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BuilderTrend & Quickbooks

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Old 09-25-2015, 02:08 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, 04:31 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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Old 12-22-2017, 11:27 PM   #3
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Re: BuilderTrend & Quickbooks


I have been using Buildertrend & Quickbooks online for the past year and it has worked excellent for me. As for your question the short answer is you would need to send over any information that is required in order to pull accurate reports that suite your business.

I am a fan of having more information that way I am able to make calculated decisions. I have mine setup where the way it communicates with QuickBooks I am able to pull quickbooks reports for my COS(cost of sales), including sub categories for COS such as sub costs, material costs, other costs, etc. This gives me the ability to track if my current sales are falling percentage wise in line with my forecasted sales for the year. I am 100% sub based remodeling contractor so it is much easier for me track things since I do not have employees to track.
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