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English
$
USD
I will set up buildertrend and quickbooks for construction projects
I Keep Construction Books Clean and Exact
Construction finances are Messy and I make them crystal clear. I specialize in bookkeeping for contractors, builders, and construction businesses.
From Job Costing and QuickBooks Online setup to Bui...
About this Gig
I WILL SET UP YOUR BUILDERTREND AND QUICKBOOKS ONLINE INTEGRATION SO YOUR CONSTRUCTION PROJECTS RUN WITHOUT FINANCIAL BLIND SPOTS.
Most contractors lose 8-12 hours weekly jumping between project management and accounting systems. I eliminate that waste by connecting Buildertrend's job site data directly to QuickBooks Online financials creating one source of truth from estimate to final invoice.
MY OFFERS TO YOU:
- Buildertrend Configuration Account setup, custom cost codes, project templates, and permission structures tailored to your trade (residential, commercial, or remodeling)
- QuickBooks Online Integration Two-way sync between Buildertrend and QBO, ensuring your job costing, vendor bills, and client invoices stay aligned without double entry
- Workflow Optimization Automated change order tracking, progress billing setup, and purchase order routing that matches how your crews actually work
- Data Migration Clean transfer of existing vendor lists, chart of accounts, and active job data so nothing falls through cracks during transition
- Team Onboarding Role-based access for project managers, field supers, and office staff so adoption happens fast, not painfully
KINDLY CHAT ME UP
Financial software:
QuickBooks
•
Wave
•
Buildium
Industry:
Construction
•
E-Commerce
•
Real estate
Target Country:
Canada
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
Do you offer Buildertrend setup without QuickBooks integration?
Yes. I provide standalone Buildertrend configuration including project templates, cost codes, and user permissions. However, most contractors see the highest ROI when we connect Buildertrend to QuickBooks Online for automated job costing sync.
How long does Buildertrend and QuickBooks Online integration take?
Standard integration takes 3-5 business days depending on your chart of accounts complexity and active project count. I test all two-way sync functions before handoff to ensure your construction accounting data flows correctly.
Can you migrate data from my current construction software into Buildertrend?
Absolutely. I handle data migration from platforms like Procore, CoConstruct, or custom spreadsheets into Buildertrend. This includes vendor lists, client databases, active job budgets, and historical project data.
Is this service suitable for residential builders or commercial contractors?
Both. I configure Buildertrend for residential home builders, remodelers, and commercial general contractors. The QuickBooks Online setup adapts to your specific construction accounting needs including progress billing, retainage tracking, and AIA-style invoicing.
Do you provide training after the Buildertrend setup is complete?
Yes. Premium packages include a 1-hour live training session for your project managers and office staff. I also provide recorded walkthroughs specific to your configured workflows so your team references them anytime.
What if I already have QuickBooks Online but it's not configured for construction?
I restructure your existing QuickBooks Online chart of accounts, classes, and items to support construction job costing before connecting Buildertrend. This ensures your financial reporting captures true project profitability.
Can you set up Buildertrend's client portal and online payment features?
Yes. I configure Buildertrend's customer-facing portal for change order approvals, selection sheets, and online payment processing integrated with your QuickBooks Online accounts receivable.
Will this integration work with QuickBooks Desktop or only QuickBooks Online?
My standard service focuses on QuickBooks Online for real-time cloud sync. If you use QuickBooks Desktop, I can advise on migration paths to QBO or alternative integration approaches through third-party connectors.
Do you offer ongoing Buildertrend support after the initial setup?
Premium packages include 30 days of post-setup support. For long-term needs, I offer monthly retainer options for Buildertrend optimization, new project template creation, and QuickBooks Online reconciliation troubleshooting.
What information do you need from me to start the Buildertrend and QuickBooks setup?
I'll need your Buildertrend login credentials, QuickBooks Online accountant access, your current chart of accounts, active job list, and vendor information. I provide a secure checklist after order placement to streamline data collection.
