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How to sync an invoice/bill to QB and its payment back to BuildTools

Quick look at how bills sync to QuickBooks and how payments made to those bills sync back to BuildTools

Hector Borrego avatar
Written by Hector Borrego
Updated over 2 years ago

Let's start by creating a new invoice/bill in BuildTools. Make sure to fill in all required fields as shown below, then click ADD

The bill will then sync to QuickBooks if one of the following is true: 1- status is moved to To Approve, or 2- the bill is approved

The bill then syncs to QuickBooks as shown below, and a green check is displayed under the sync status in BuildTools indicating the sync was successful

Once the bill is marked as paid in QuickBooks there are two ways to bring the payment back to BuildTools: 1- automatically every 24 hours, or 2- go to the Accounting module in BuildTools and click the Pull button as shown here, then let the sync run

Back in BuildTools you'll see the Paid column now displays the paid amount from QuickBooks

Any questions and help please reach out to Support

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