In this episode, Nick Baldo delves into the integration of Baldo trend and QuickBooks, discussing the setup of products and services, and tracking projects and expenses. He guides listeners through linking the two systems, the benefits of synchronization, tax preparation, cost tracking, and adjusting employee costs. The episode concludes with an introduction to bills and purchase orders, and a tutorial on linking projects and products.
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Buildertrend is an amazing tool for planning and managing rehab projects. The feature that pushes BT over the top is its seamless integration with QuickBooks Online. In this video, I’ll show you how to set up that integration for a consistent harmony between project management and accounting tools
(0:00) Introduction to Baldo trend and QuickBooks Integration
(1:25) Understanding and Setting Up Products and Services in QuickBooks
(3:20) Detailed Tracking of Projects and Expenses
(5:25) Step-by-Step Guide: Linking QuickBooks and Baldo trend
(12:32) Benefits of Synchronizing QuickBooks and builder trend
(14:26) Tax Preparation and Cost Tracking with QuickBooks
(16:02) Customization and Adjustment of Employee Costs
(16:46) Introduction to Bills and Purchase Orders (POs)
(17:33) Tutorial: Linking Projects and Products between builder trend and QuickBooks
(17:56) Closing Remarks and Future Episode Preview