QuickBooks integration full overview

Planyard’s QuickBooks integration helps streamline your financial processes by automatically syncing approved cost documents. This eliminates manual entry, reduces errors, and keeps your accounting data in sync with your project budgets.

1. Watch the QuickBooks integration video tutorial

2. What data is transferred between Planyard and QuickBooks

• Approved costs: All approved costs in Planyard are automatically sent to QuickBooks. Each entry includes a reference to the original document in Planyard.
• Chart of accounts: Imported from QuickBooks. You can map budget items in Planyard to the correct accounts to ensure accurate cost categorization.
• Contacts: Contact data is synced both ways — Planyard receives and sends contact information to and from QuickBooks.

3. Set up the QuickBooks integration

You must have permission to edit company settings in Planyard and appropriate access rights in QuickBooks.

1. Go to Company in the top menu
2. Click Integrations
3. Under the QuickBooks logo, click Connect
4. Log in with your QuickBooks credentials and authorize the connection

Once connected, all approved costs in Planyard will automatically sync to QuickBooks.

4. Connect chart of accounts

This links each Planyard budget item to the correct QuickBooks account for seamless financial tracking.

1. Open your project and go to Settings
2. Enable the Chart of accounts feature
3. Click Assign accounts
4. Use the table to assign accounts:
   • Line-item: Shows your budget items. A warning icon indicates missing account assignment.
   • Accounting account: Select a QuickBooks account for each line-item by double-clicking the cell
   • To assign in bulk, click the cell of a category or subcategory

Tip: Use Auto match accounts to automatically pair Planyard items with QuickBooks accounts that have the same name.