📋 Requirements
Before you begin, make sure that:
You have access to Buildern
Your QuickBooks Online account is connected to Buildern
The Vendor and Project already exist in both Buildern and QuickBooks Online
Understanding Vendor Credit Syncing
When a Vendor Credit is synced from Buildern to QuickBooks Online, it is created as a Vendor Credit in QuickBooks Online as well.
The following fields are synchronized between the two platforms:
Buildern | QuickBooks Online |
Vendor Credit | Vendor/Supplier Credit |
Pay To | Vendor |
Date | Date |
Vendor Credit ID | Ref no. |
Attachments (first 10 files only) | Related Files |
Amounts Are | Amounts Are (AU/CA/UK only) |
Tax Rate | GST/Tax (AU/CA/UK only) |
Cost Line Description | Description |
Cost Code | Product/Service |
Quantity | Qty |
Unit Cost | Unit Price |
Tax | Tax Rate |
Project | Customer |
Enable Automatic Vendor Credit Syncing
To automatically sync new Vendor Credits to QuickBooks Online:
Go to Settings → Accounting Integration
Locate the Project Default Settings section
Enable the Bills checkbox
Once enabled:
All newly created Vendor Credits will be automatically pushed to QuickBooks Online
Existing Vendor Credits must be synced manually from the transaction page
Create and Sync a Vendor Credit
To create and sync a Vendor Credit manually:
Navigate to Bills from either:
All Items, or
A specific Project
Click Create Vendor Credit
Fill in the required fields
Review all entered information
Scroll down to the bottom of the form
Enable the Send to QuickBooks checkbox
Click Save
Once saved, Buildern will send the Vendor Credit to QuickBooks Online.
👉 Learn more about How to Add a New Bill in Buildern
Verify Sync Status
To confirm whether a Vendor Credit has been successfully synced:
Go to Bills
Locate the Vendor Credit in the list
Check the Sync column
Resolve Vendor Credit Sync Errors
Sync errors may occur if required data is missing or not yet synchronized in QuickBooks Online.
Common causes include:
Cost Codes not synced
Vendors not synced
Tax Rates not synced
How to fix sync errors:
Identify the missing data from the error message
Sync or create the missing record in QuickBooks Online
Return to Buildern
Re-save the Vendor Credit or retry syncing
💡 Tip - Ensure that Cost Codes, Vendors, and Tax Rates are synced before creating Vendor Credits to avoid interruptions.
View Synced Vendor Credits in QuickBooks Online
To locate synchronized Vendor Credits in QuickBooks Online:
Log in to QuickBooks Online.
Navigate to Expenses > Expense transactions.
The Vendor Credit created in Buildern will appear as a Vendor/Supplier Credit linked to the corresponding vendor/supplier.
Understanding Two-Way Updates
After a Vendor Credit has been synchronized, Buildern and QuickBooks Online continue to exchange updates.
The following changes are synchronized between platforms:
Status changes
Vendor updates
Date and Due Date changes
Reference updates
Amounts Are (Australian QBO only)
Payment synchronization
Line item updates:
Description
Quantity
Unit Cost
Cost Code
Tax (AU QBO only)
This concludes the guide. For more Buildern tips and feature walkthroughs, browse our knowledge base.
Happy building!