By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | (949) 889-3283 Disclaimer: Construction Cost Accounting is a bookkeeping firm, not a CPA firm or law firm. The information in this post reflects general bookkeeping practices used in the construction industry and is intended for informational purposes only. It does not constitute accounting, tax, or legal advice. Readers should consult a licensed CPA or attorney for guidance specific to their situation. Th

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com The Procore QuickBooks integration is what turns two separate systems — a project management platform and an accounting platform — into a single connected financial workflow. Done right, it eliminates the double entry that plagues most construction firms: budgets, commitments, and change orders are built once in Procore and flow automatically into QuickBooks,

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | (949) 889-3283 Bookkeeping for construction companies is not the same as bookkeeping for a retail store, a law firm, or a marketing agency. The construction industry has accounting requirements that simply do not exist in other businesses — job costing that tracks every dollar to a specific project and cost code, WIP schedules that calculate overbilling and underbilling across every active job, retainage a

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com A successful Procore project setup is one of the highest-leverage hours you will spend on any construction job. Because Procore's tools are deeply interconnected, the quality of your initial setup determines how well every downstream tool — punch lists, RFIs, submittals, change orders — functions for the entire life of the project. Get the foundation right, a

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | (949) 889-3283 Disclaimer: Construction Cost Accounting is a bookkeeping firm, not a CPA firm or law firm. The information in this post reflects general bookkeeping practices used in the construction industry and is intended for informational purposes only. It does not constitute accounting, tax, or legal advice. Readers should consult a licensed CPA or attorney for guidance specific to their situation. As

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | (949) 889-3283 Job costing is the most important accounting method in construction — and the one most often done wrong. When job costing is set up correctly and maintained monthly, a contractor knows exactly how much every active project has cost to date, how that compares to the original budget, and what the projected margin is at completion. When it is not set up correctly, a contractor knows their bank

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting | calendly.com/tammycca/30min Procore Estimating is one of the most widely used construction estimating software platforms in the industry. It is designed to take a contractor from uploaded project plans all the way through digital takeoff, cost database integration, proposal generation, and direct budget transfer — entirely within a single cloud-based environment. For contractors who use Procore across the

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com The Procore invoicing process is one of the most-used workflows in the platform — and for good reason. It connects subcontractors and project managers around the most consequential moment of any construction project: who gets paid, how much, and when. Done correctly, the system eliminates email chains, prevents lost payment applications, creates a complete au

By Tammy Hoang, QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com Procore is the construction management platform most large general contractors in the United States already use. Companies like Skanska, Turner, and Suffolk run billions of dollars in construction volume through it, and the platform now reports more than 2 million projects globally. For mid-size and growing construction firms evaluating construction project m

Knowing how to record invoice payments in JobTread is essential for any contractor who wants accurate books and healthy cash flow. When a customer pays an invoice, that payment has to be logged correctly — otherwise your accounts receivable is wrong and you cannot tell which jobs have actually been paid. JobTread gives you two ways to handle this: you can manually record a payment you already received, or you can let the customer pay online through the Pay Now button. At Cons

JobTread for contractors has become one of the most powerful ways to run a construction business from a single platform. Instead of juggling spreadsheets, paper files, and disconnected apps, JobTread brings estimating, project management, scheduling, documents, and field operations together in one system. As a complete construction management software, JobTread covers the whole job. This guide gives you a complete overview of how JobTread construction software works — from yo

Knowing how to create a material purchase order list in JobTread is one of the most practical skills a contractor can learn. Instead of manually adding up how much lumber, stone, or mulch a job needs, you can let JobTread do the math — pulling every material from your budget and totaling it automatically. The tool that makes this possible is the custom budget view. At Construction Cost Accounting (CCA), we help contractors set up JobTread custom budget views so their purchasi

Learning how to map your workflow in JobTread is what separates a contractor who scrambles on every job from one who runs a smooth, repeatable operation. A good workflow in JobTread connects everything — from the moment a sales estimate is signed to the day the job is closed out — so nothing falls through the cracks and every project follows the same proven path. The goal is a structured transition from sales to production that gives every client a consistent experience. At C

Knowing how to create a change order in JobTread is one of the most important skills for any contractor who wants accurate job costing and clean books. Change orders are where projects quietly gain or lose money — and if they are not recorded correctly, your budget reports stop matching reality. The good news is that the JobTread change order workflow is simple once you know the two methods JobTread gives you. At Construction Cost Accounting (CCA), we set up the JobTread chan

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com Getting JobTread QuickBooks integration running correctly is not complicated — but getting it wrong is expensive. The wrong mapping structure creates duplicate customers. A premature sync pushes data before your chart of accounts is ready. An existing QBO job left unlinked generates a second record for the same project. Any of these errors mean reconci

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com If you run a construction business on JobTread, you already know the software can do a lot. But knowing what it can do and getting your team to actually use it the right way are two very different problems. The to-do tool is one of the most underused features in JobTread — and one of the highest-leverage. Done right, task management in JobTread elimina

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com Every project in your construction business starts with the same moment: a lead says yes, and you need to open a job. How you set that job up in your construction management software determines everything that follows — your job number, your pricing type, your QuickBooks connection, and what your client and vendors see in their portals. JobTread gives

By Tammy Hoang, CFMA | QuickBooks ProAdvisor | Construction Cost Accounting (949) 482-2790 | constructioncostaccounting.com One of the most common problems construction contractors face is spending too much time on estimates that don't win jobs. You build a detailed spreadsheet, format a proposal in Word, send it as a PDF, wait — and the lead goes quiet. No visibility. No collaboration. No signed contract. The fastest construction estimating in JobTread works differently be