What data is synced between Planyard and QuickBooks

Once the QuickBooks integration is active, Planyard automatically exchanges key financial and contact data to ensure consistency between systems.

1. Approved costs All approved costs in Planyard are sent to QuickBooks with a reference link back to the original cost document.
2. Chart of accounts Planyard imports your QuickBooks chart of accounts so you can map each budget item to the correct account. This ensures accurate cost allocation when syncing data.
3. Contacts Contact information is synced bidirectionally. Planyard both receives and sends contact details to and from QuickBooks, keeping supplier and subcontractor info up to date.