---
title: How to Use the “Pull from QuickBooks” Functionality in Buildern
description: Buildern allows you to import historical Bills and Expenses from QuickBooks Online (QBO) . In this article, you will learn how to use the Pull from QuickBooks Online (QBO) feature in Buildern to import historical Bills and Expenses.
---

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# How to Use the “Pull from QuickBooks” Functionality in Buildern

### How to Use the “Pull from QuickBooks” Functionality in Buildern

Buildern allows you to import historical Bills and Expenses from QuickBooks Online (QBO) . In this article, you will learn how to use the Pull from QuickBooks Online (QBO) feature in Buildern to import historical Bills and Expenses.

 July 31, 2026

### **📋 Requirements**

Before you begin, make sure that:

- Your QuickBooks Online account is connected to Buildern
- You have access to Buildern Accounting Integration settings
- Required projects and vendors are already set up and (if needed) synced between both systems

**How to Use “Pull from QuickBooks” via Accounting Integration Settings**

You can import transactions directly from the Accounting Integration page.

1. Navigate to: **Company Settings → Accounting Integration**
2. Locate the **“Pull from QuickBooks”**

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/7d156adf-b2c2-4f97-9d4d-266ae186d876.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595089/18acf072310c08c235d420868475/7d156adf-b2c2-4f97-9d4d-266ae186d876?expires=1792671300&signature=4d10f98994c1be0a957bd499066e71b8c98c358c8d4988c95901f7347c8f5774&req=diUmEsx3mIFXUPMW1HO4zfSrzjVJd09Skju9SfN0x9o7rSq2HJiYTdLyG%2FjF%0APtfau2sAXhT8jwJBETE%3D%0A)

 

     3.   Use the **Date From and Date To** fields to define the period of transactions you want to                  import from QuickBooks.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/9ce5e238-f707-41ee-84d0-42bd99f69f06.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595087/c0e353169ef3ec075edba65a7d1f/9ce5e238-f707-41ee-84d0-42bd99f69f06?expires=1792671300&signature=b03fecc824b108d77319b344818af927c98802da9fd1fe1edc9d22c40b19bc90&req=diUmEsx3mIFXXvMW1HO4zQNnbOfZVOTwadArFerosvSow6%2BFPt%2FS%2FJK5lJD3%0ATJQjY9AJ27J7ujutjd4%3D%0A)

     4.   Enable the relevant toggles depending on what you want to import:

- **Pull Expenses** - imports expense transactions
- **Pull Bills** - imports bill transactions
- **Pull only Synced Projects** - import bills and expenses where the QuickBooks **Customer/Job** matches a synced Buildern project.

***ℹ️ Note*** *- If disabled All bills and expenses within the selected date range will be imported, regardless of project assignment.*

     5.   Click **Save** to start pulling transactions from QuickBooks.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/c91d80b7-9b8d-4d73-82ee-40b0cc8eba4e.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595090/0e27b4238e1251b9bf8623bc85e2/c91d80b7-9b8d-4d73-82ee-40b0cc8eba4e?expires=1792671300&signature=7eddf4643db46ef7fe825df9a3e21d2785195c5c0d5e13a0744659497b51a1d4&req=diUmEsx3mIFWWfMW1HO4zWryBH5CpTliWCEbD5ctrvPz9NKkQ6pQBjXUEK9D%0Acba5D6RcGgobCpUIX9w%3D%0A)

You can also access the same functionality directly from the Bills interface:

- **All Items → Bills**
- **Project → Bills**

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/bb5b7583-26ac-4b7e-9e85-1d581031e957.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595091/503301c2d35c0195f5684c8c6413/bb5b7583-26ac-4b7e-9e85-1d581031e957?expires=1792671300&signature=c5ba7dd8a8ea2f0a97290480e7577dfa1f9bb399c49933055110e7b8d22c2354&req=diUmEsx3mIFWWPMW1HO4zYawgVwwo5hFX59aYz%2B1jFdKxQ%2FIuMAU1EkF1bFn%0AjpE2SWcznXGnqWRyr0I%3D%0A)[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/f43b861e-4aaf-4db4-b8ef-7e0868389b41.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595092/921618eba20c99c7daf287365829/f43b861e-4aaf-4db4-b8ef-7e0868389b41?expires=1792671300&signature=47b5a09992eb18a1baea4b5b636af70a803842da799c43d0b309a4afa63d5591&req=diUmEsx3mIFWW%2FMW1HO4zU8FbiG2f1cAqbEbZEMZTX6a81gcrdJBVkNj7S2l%0AjX4EqdHYD68Cy%2BFC3ig%3D%0A)

In each location, the **Pull from QuickBooks** modal provides the same options and functionality, allowing you to select a date range, choose which transaction types to import, and optionally limit the import to synced projects.

### **Next Steps**

Once the import is complete, Buildern automatically processes the imported transactions based on their project assignments.

- Bills and expenses associated with a **synced Customer/Job** in QuickBooks are automatically assigned to the corresponding Buildern project and retain their corresponding QuickBooks status.
- Transactions that are imported without a project assignment are assigned the **Imported Needs Review** status.   
  To review these transactions, navigate to **Bills** and use the **Status** filter to display items with the **Imported Needs Review** status.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/626cf67a-076c-4d76-bdd3-7c5bba0fdc99.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2514595098/7dfa7e9d1a2732b8997fa02b69cb/626cf67a-076c-4d76-bdd3-7c5bba0fdc99?expires=1792671300&signature=e888f68ee7fb576f718bace0ca16e76406acfc3175e6f88d3c6e7782d23f401a&req=diUmEsx3mIFWUfMW1HO4zaYAuVZcrGo%2FuHb8K8i5gAPqAlkpobLUtPRv7NiM%0AI%2Fz%2Bdd0UawvHDMUqEjM%3D%0A)

Now you're ready to take advantage of this feature and keep your projects running smoothly.

Happy building!

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