Audience – Builder/ Trade/ Dealer in North America

Read/Watch time – 18 mins

Article contents – How to steps/ Video

Connecting Buildxact and Quickbooks allows you to run your business through Buildxact and then seamlessly pull expenses and income into Quickbooks for payment and reconciliation.

Here is a summary of the overall process, Buildxact send purchases (Expenses) and customer invoices (Income) through to your Quickbooks, and then Quickbooks connects with your bank to complete the process.
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We connect with online versions of Quickbooks (not desktop versions), and of those we connect with all except the Simple Start product.
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If you haven't already set up your tax rates in Buildxact then you need to do this first. It's important to do this first so that Buildxact and Quickbooks are in sync with the tax settings and hence both give the same result when doing calculations.

You can see how to update your tax settings here:

This video here covers:

1. Under the side menu in QuickBooks there is a "Get Paid and Pay" tab.

2. Under that tab "Invoices" is where Buildxact's customer invoices will be sent

3. "Vendors" is where Buildxact's expenses/purchases will be sent

1. Buildxact purchases will be visible in the "Open Bills" section

2. Under that click on any bill to see further details

In the image below, anything with a RED box has come directly from Buildxact. The due date, which has a BLUE box, has been calculated by Quickbooks based on the payment terms on the contact.

All Buildxact customer invoices show together in the invoices section in Quickbooks.

In the image below all RED boxes indicate information synced from Buildxact.

2. If you wanted to edit or see more information on the invoice you'd click "Edit Invoice"

For further assistance, get in touch with us.