📋 Requirements
Before you begin, make sure:
You have access to Buildern.
Your QuickBooks Online account is connected to Buildern.
You have permission to manage Sub/Vendors and Accounting Integrations.
ℹ️ Note - Buildern synchronizes Subcontractors and Vendors with Vendor records in QuickBooks Online. Once synced, the records are linked, allowing Buildern and QuickBooks Online to recognize them as the same contact.
Option 1: Sync Sub/Vendors During QuickBooks Online Setup
Sub/Vendors can be synchronized while connecting Buildern to QuickBooks Online or later from the Accounting Integration settings.
To sync Sub/Vendors during setup:
Navigate to Settings → Accounting Integration.
Connect your QuickBooks Online account.
Complete the integration setup process.
When prompted, open the Sync Sub/Vendors window.
The synchronization window contains two tabs:
QuickBooks Online → Buildern
Buildern → QuickBooks Online
For each record, you can choose one of the following options:
Not Matched - The record will not be linked or synchronized.
Create New - Creates a new Vendor in the destination system and automatically links the records.
Select Existing Contact - Links the Buildern record to an existing Vendor in QuickBooks Online.
ℹ️ Note - Once a contact has been selected for synchronization, it becomes unavailable for additional mappings to help prevent duplicate connections.
After reviewing your mappings, click Save.
💡 Tip - Review all mappings carefully before saving to avoid creating duplicate Vendors across platforms.
If you skipped this step during the initial QuickBooks Online setup, you can run the synchronization later.
To do so:
Navigate to Settings → Accounting Integration.
Locate the QuickBooks Online integration.
Click Sync Sub/Vendors.
Complete the synchronization process using the same steps described above.
Option 2: Sync Sub/Vendors from the Profile
You can also synchronize individual Sub/Vendors directly from their profile.
To access the sync settings:
Click the People icon.
Select Sub/Vendors.
Create a new Sub/Vendor or open an existing profile.
Within the profile, locate the Sync with QuickBooks Online section.
Available options include:
Not Matched
Create New
Select Existing Contact
Choose the desired option and save your changes. The Sub/Vendor will then be synchronized with QuickBooks Online.
The Sync column displays the synchronization status of each Sub/Vendor.
Sub/Vendors that are connected to QuickBooks Online display the QuickBooks Online icon. Clicking the icon opens the corresponding Vendor record directly in QuickBooks Online.
Additional Sync Information
When a Sub/Vendor is synchronized from Buildern to QuickBooks Online, the first contact associated with the Sub/Vendor profile is used to populate the Vendor contact information in QuickBooks Online.
The contact's name is mapped to the QuickBooks Online Vendor name fields, including First Name, Middle Name, and Last Name.
ℹ️ Note - Only the first contact on the Sub/Vendor profile is synchronized to QuickBooks Online.
This is just one of many ways Buildern helps simplify construction management.
Happy Building!