DON’T FEAR SOFTWARE
You know you need to implement software to streamline your operations and keep your accounting in order, but where do you start? We’ve got you covered.
We like to start by integrating your accounting system with your project management software.
We are experts in QuickBooks and Buildertrend, both of which we currently use at Liebo Builders. We also have extensive experience with other platforms like Sage, Procure, and ServiceTitan.
Our team knows how to make these systems work together seamlessly, ensuring your business runs smoothly and efficiently.
Stop letting valuable software go underutilized. Get on a call with us, and let's get you fully leveraging the tools you're probably already paying for.
Financial and Project Management Software Integration
Efficiently managing both your projects and finances is crucial for the success of your construction business. In fact, after mastering your trade, it’s everything.
If you’re working in the field all day, you need an organized project management system and robust accounting software. Unfortunately, an all-in-one solution that does everything perfectly doesn’t yet exist (or we would be using it). That's why we recommend using Buildertrend for project management (PM) and QuickBooks Online (QBO) for accounting.
These two software platforms fully integrate, and when synchronized, they can transform your company's operations. This integration ensures seamless communication between your project management and accounting systems, saving you time and reducing errors.
Why Integration is Vital:
Streamlined Operations: Syncing Buildertrend and QBO allows for real-time updates and accurate financial tracking, making your operations smoother and more efficient.
Improved Accuracy: Reduces manual data entry and the potential for errors, ensuring your financial records are always up-to-date.
Enhanced Productivity: Frees up your time to focus on what you do best—working on jobs in the field—while maintaining an organized back office.
Our Integration Service:
We offer a consulting service to get Buildertrend and QuickBooks Online in sync for you, and train you on how to use them effectively. Here’s what you can expect:
Introductory Call (1-2 hours): We get to know your current processes and gather the necessary information for integration.
Integration Setup: We handle the technical integration of Buildertrend and QuickBooks Online.
Follow-Up Training Call: We provide a comprehensive training session to ensure you understand how to use the integrated system effectively.
Two Months of Support: Ongoing support to address any issues or questions you may have.