📋 Requirements
Before you begin, make sure:
You have access to Buildern.
Your QuickBooks Online account is connected to Buildern.
You have permission to manage Company Settings.
Understanding Payment Method Mapping
Because Buildern supports syncing payments on Bills, Expenses, and Client Invoices to QuickBooks Online, Payment Methods must be mapped between the two systems.
Each Buildern Payment Method can be linked to an existing QuickBooks Online Payment Method, created as a new record in QuickBooks Online, or left unmatched.
How to Map Payment Methods
Navigate to Company Settings.
Select Field Settings.
Click Payment Methods.
Locate the Payment Method you want to map.
In the Match with QuickBooks column, click the dropdown menu.
Select one of the following options:
Not Matched – The Payment Method will not be synchronized with QuickBooks Online.
Create New – A new Payment Method will be created in QuickBooks Online during synchronization.
Existing QuickBooks Online Payment Method – Select a Payment Method already available in QuickBooks Online.
Repeat the process for any additional Payment Methods you want to map.
Once configured, Buildern will use these mappings when synchronizing payment records with QuickBooks Online.
Next Steps
After Payment Methods are mapped, payments synced from Buildern Bills, Expenses, and Client Invoices will use the corresponding QuickBooks Online Payment Methods, helping maintain accurate accounting records across both platforms.
With this feature in place, you can spend less time on administrative tasks and more time building.
Happy Building!