📋 Requirements
Before you begin, make sure:
You have access to Buildern.
Your QuickBooks Online account is connected to Buildern.
You have permission to manage Cost Codes and Accounting Integrations.
👉 Learn more about What Are Cost Codes and How to Use Them in Buildern
Understanding Cost Code Synchronization
Buildern allows Cost Codes to be linked with QuickBooks Online Products and Services, ensuring consistency between operational and accounting workflows.
In QuickBooks Online, Products and Services can be found under Sales → Products and Services.
How Cost Code Mapping Works
Each Buildern Cost Code can be linked to only one QuickBooks Online Product or Service. Likewise, each QuickBooks Online Product or Service can only be linked to a single Buildern Cost Code.
For example:
Cost Code Labor → QuickBooks Online Service Labor
Cost Code Materials → QuickBooks Online Service Materials
ℹ️ Note - Once a QuickBooks Online Product or Service has been linked to a Cost Code, it will no longer appear as an available option when syncing other Cost Codes.
Option 1: Sync Cost Codes from Accounting Integration
Cost Codes can be synchronized during the initial QuickBooks Online integration setup or later from the Accounting Integration settings.
To sync Cost Codes:
Navigate to Settings → Accounting Integration.
Click Sync Cost Codes.
The Sync Cost Codes window will open.
The synchronization window contains two tabs:
QuickBooks Online to Buildern
Buildern to QuickBooks Online
In both tabs:
QuickBooks Online Products and Services are displayed on one side.
Buildern Cost Codes are displayed on the other side.
Mappings are configured using dropdown menus.
For each record, you can select one of the following options:
Not Matched - The Cost Code will remain unsynchronized.
Create New - Buildern will create a new Service item in QuickBooks Online and link it to the selected Cost Code or QBO item will be created as a new cost code in Buildern.
Select Existing Record - Choose an existing record from the other application.
ℹ️ Note - Once a QuickBooks Online Product or Service has been selected, it becomes unavailable for additional Cost Code mappings.
After reviewing all mappings, click Save.
💡 Tip - Review mappings carefully before saving to avoid creating duplicate Products and Services in QuickBooks Online.
Option 2: Sync Cost Codes from the Cost Code Editor
You can also configure synchronization directly while creating or editing individual Cost Codes.
To sync a Cost Code:
Click the nine-dot menu.
Navigate to Cost Codes.
Create a new Cost Code or open an existing one.
Locate the Sync with QuickBooks Online section.
Using the dropdown menu, select one of the following options:
Not Matched
Create New
Select Existing Product or Service
Click Save.
Buildern will immediately establish the synchronization based on your selection.
View Synced Cost Codes
The Cost Codes list includes a Sync column.
Any Cost Code that is synchronized with QuickBooks Online displays the QuickBooks Online icon.
Clicking the QuickBooks Online icon opens the linked Product or Service directly in QuickBooks Online, allowing you to quickly verify the synchronization.
💡 Tip - Cost Code synchronization can be managed in bulk through the Sync Cost Codes window or individually from the Cost Code editor, depending on your preferred workflow.
Thank you for using Buildern. If you have any questions, our support team is always here to help.
Happy Building!