Automate Buildertrend
Integration & Workflows
Automate Buildertrend integration with QuickBooks, accounting systems, and business tools. Eliminate duplicate data entry for construction projects, sync job costing automatically, and streamline change order billing. Perfect for custom home builders, remodelers, and commercial contractors.
The Power of Integration
Real results from businesses that automated their Buildertrend workflows
Eliminated duplicate data entry for projects
Automatic sync to QuickBooks and accounting
Zero errors in change orders and invoices
Reduced admin costs and faster billing
The Manual Integration Challenge
Common problems businesses face without automated Buildertrend integration
QuickBooks Double Entry
Manually entering invoices, change orders, and job costs into both Buildertrend and QuickBooks wastes hours weekly.
Delayed Job Costing
Without real-time sync, you can't see accurate job costs and profitability until after manual data entry—too late to make adjustments.
Change Order Chaos
Tracking change orders across Buildertrend, QuickBooks, and spreadsheets leads to billing errors and disputes with clients.
Payment Tracking Gaps
Manually matching payments between Buildertrend and your accounting system creates reconciliation nightmares.
Client Communication Delays
Generating and sending invoices, proposals, and updates requires manual work in multiple systems instead of automated workflows.
Limited Reporting
You need data from Buildertrend, QuickBooks, and other systems combined for complete project and financial analysis.
What We Connect Buildertrend With
Seamlessly integrate Buildertrend with your existing business systems
QuickBooks Online
Bi-directional sync of customers, invoices, change orders, job costs, and payments between Buildertrend and QuickBooks.
Accounting Systems
Connect to Xero, Sage, or other accounting platforms for automated financial data sync and job costing.
CRM Systems
Sync leads and clients between Buildertrend and your CRM for seamless sales-to-project workflow.
Document Management
Automatically file contracts, change orders, and project documents to SharePoint, Dropbox, or Box.
Communication Tools
Send automated notifications via email, SMS, or Slack for project milestones, payments due, and change orders.
Reporting & BI
Feed Buildertrend data into Power BI, Excel, or custom dashboards for executive reporting and KPI tracking.
Integration Capabilities
Everything we can automate with Buildertrend integration
QuickBooks Job Costing Sync
Automatically sync job costs, expenses, and time from Buildertrend to QuickBooks for real-time project profitability.
- Real-time job cost updates
- Cost code mapping
- Sub-contractor billing sync
- Budget vs actual tracking
Automated Invoicing
Generate and sync customer invoices, progress billing, and change orders between systems automatically.
- Progress billing automation
- Change order invoicing
- AIA billing forms
- Payment application sync
Change Order Management
Track change orders in Buildertrend and automatically update QuickBooks and client invoices.
- Automatic change order sync
- Client approval workflows
- Budget impact tracking
- Invoice adjustment automation
Payment Processing
Record and reconcile customer payments and vendor bills automatically across all systems.
- Payment receipt automation
- Draw request processing
- Retention tracking
- Bank reconciliation
Client Communication
Automate proposal generation, contract sending, and project update communications.
- Automated proposal delivery
- Contract e-signature workflows
- Payment reminder automation
- Project milestone notifications
Project Reporting
Combine Buildertrend project data with financial data for comprehensive construction business intelligence.
- Real-time dashboard creation
- Executive summary automation
- WIP reporting
- Profitability analysis by project
Success Stories
Real businesses that automated their Buildertrend integrations
Residential Builder: Buildertrend & QuickBooks Automation
A custom home builder was manually entering all change orders, invoices, and job costs into both Buildertrend and QuickBooks Online—taking 15-20 hours weekly. We built bi-directional integration automating customer sync, invoice creation, change order processing, and job cost tracking. The owner eliminated all duplicate entry, improved billing accuracy to 100%, and saved $25K+ annually in admin costs.
20 hrs/week saved
$25K+ annual savings
100% billing accuracy
Real-time job costing
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Buildertrend integration
Can you integrate Buildertrend with QuickBooks Online and QuickBooks Desktop?
Yes! We integrate Buildertrend with both QuickBooks Online (via API) and QuickBooks Desktop (via SDK or Web Connector). The integration syncs customers, jobs, invoices, change orders, payments, and job costs bi-directionally based on your workflow needs.
Will Buildertrend integration handle our construction-specific needs like change orders and progress billing?
Absolutely. We specialize in construction workflows. The integration handles progress billing, AIA forms, change order management, retention tracking, lien waiver processing, and sub-contractor billing. We configure the integration to match your exact construction accounting processes.
How does job costing sync work between Buildertrend and QuickBooks?
Job costs flow automatically: expenses, time entries, and materials logged in Buildertrend sync to QuickBooks job costing in real-time or on your preferred schedule. Cost codes map correctly, and you see live project profitability without manual data entry. Budget vs actual tracking updates automatically.
Can we sync only certain types of data or specific projects?
Yes! The integration is fully customizable. You can choose which data types sync (invoices, payments, costs, etc.), which direction (one-way or bi-directional), and set up filters by project type, status, or custom criteria. You have complete control over what syncs and when.
What happens if we make changes in QuickBooks—will it overwrite Buildertrend?
We configure sync direction and conflict resolution based on your workflow. You can set up one-way sync (Buildertrend → QuickBooks only), bi-directional sync with "master" system rules, or manual review of conflicts. The integration prevents accidental data overwriting.
How long does Buildertrend integration setup take?
Most Buildertrend-QuickBooks integrations are live within 3-4 weeks. We map your job cost codes, configure invoice and change order workflows, test with sample projects, and train your team. You'll see time savings immediately as invoices and costs start syncing automatically.
Can you migrate our existing Buildertrend projects and history to QuickBooks?
Yes! We can perform one-time historical migration of customers, projects, invoices, and job costs from Buildertrend to QuickBooks to give you complete history. Then we set up ongoing sync for new and updated data going forward.
What if we use other construction software besides Buildertrend?
We integrate with all major construction management platforms including Procore, CoConstruct, JobNimbus, Contractor Foreman, and others. The same automation principles apply—we eliminate duplicate entry and sync your construction software with QuickBooks or other accounting systems.
Ready to Automate Buildertrend Integration?
Get a free assessment for Buildertrend-QuickBooks integration. We'll show you exactly how to eliminate duplicate entry, automate job costing, and streamline construction accounting.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap