📋 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.
Navigate to: Company Settings → Accounting Integration
Locate the “Pull from QuickBooks”
3. Use the Date From and Date To fields to define the period of transactions you want to import from QuickBooks.
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.
You can also access the same functionality directly from the Bills interface:
All Items → Bills
Project → Bills
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.
Now you're ready to take advantage of this feature and keep your projects running smoothly.
Happy building!