CountBricks QuickBooks Online: Streamlined Construction Estimates

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James Miller
Head of Sales

Integrating CountBricks with QuickBooks Online for Enhanced Construction Management

For residential builders, managing multiple roles can be challenging. CountBricks simplifies this by integrating with QuickBooks Online, allowing for seamless data transfer and real-time financial insights. With this integration, you can expect to pay between $650-$1200 per opening for installation rates in 2025.

How the Integration Works

1. Engage in a natural conversation with CountBricks on any device.
2. Our AI assigns each item to the correct cost code, labor rate, and supplier price.
3. Convert estimates to invoices in QuickBooks Online with itemized details.
4. Payments and changes update project profitability in real-time.

Key Benefits for Contractors

• Eliminate retyping: Direct data transfer to QuickBooks Online.
• Live pricing updates: Ensure invoices match supplier costs.
• Reduce admin time by up to 75% with voice-driven takeoffs.
• Consistent coding for accurate reporting.
• Immediate cash flow insights.

Setting Up CountBricks and QuickBooks Online

Setup is straightforward:

1. Visit CountBricks.com and select 'Accounting Sync'.
2. Log in with QuickBooks Online credentials.
3. Map CountBricks categories to QuickBooks accounts.
4. Set default tax codes and markup rules.
5. Save and automate future estimates and invoices.

Pro Tips for Power Users

• Create a template project for quick voice sessions.
• Use blueprint AI to preload quantities.
• Schedule weekly cost reviews for supplier reconciliation.
• Enable progress invoicing for seamless payment syncing.
• Share the dashboard with your accountant for streamlined queries.

From Estimate to Final Claim

Consider Sam, a residential builder. Using CountBricks, he captures project details on-site, generates proposals, and syncs costs to QuickBooks Online, all while maintaining real-time financial control.

Common Questions

Is my data secure? Yes, with bank-level encryption.
Can I use existing price files? Yes, upload CSVs or connect supplier portals.
Does voice recognition handle technical terms? Yes, it recognizes industry-specific language.
How are variations managed? Log them on-site for transparent billing.

The Bottom Line

CountBricks captures conversations, not just numbers. By integrating with QuickBooks Online, contractors gain real-time financial control, ensuring projects stay on budget and cash flow remains healthy.

Ready to Optimize Your Workflow?

Visit CountBricks.com to learn more about integrating with QuickBooks Online for your next project.

Our AI app can generate costed estimates in seconds.

CountBricks qucikbooks online: Faster Residential Estimates

Case Study: The Maple Grove Extension

When Aurora Carpentry secured a $320K extension project, they utilized the QuickBooks Online sync for efficiency.

1. On-site Measure: Used blueprint AI for takeoffs.
2. Voice Refinement: Added custom project details.
3. Instant Budget: Sent complete cost schedule within 25 minutes.

Outcome Metrics

• Admin Hours: 14 saved.
• Variation Capture: $7,400 in extras.
• Cash Flow: Faster payment processing.
• Profit Margin: Increased to 23% GP.

Lessons Learned

• Speed enhances client satisfaction.
• Clear coding simplifies reconciliation.
• Real-time visibility aids purchasing decisions.

Next Steps

Consider the benefits of integrating with QuickBooks Online. Visit CountBricks.com to activate your link and streamline your construction management.