How to connect BuildPass to QuickBooks

Turn last week's timesheet hours into a draft invoice without retyping a line. Connect BuildPass to QuickBooks and your AI assistant can read hours, RFIs and subbie compliance in BuildPass, then prepare the invoice or quote in QuickBooks for you to review.

It works with Claude, ChatGPT, Microsoft Copilot and other AI assistants. Here's what that looks like on a real job.

What you can do with BuildPass and QuickBooks

• Bill do and charge work faster. "Pull last week's timesheet hours on the CBD job by cost code from BuildPass and draft an invoice in QuickBooks for the client."
• Price variations from RFIs. "RFI 22 on Harbour Street added a second layer of plasterboard in the corridors. Draft a quote in QuickBooks for the client based on the RFI answer."
• Find the RFIs that cost money. "List every RFI on Riverside flagged with a cost impact, so I can check each one has been priced in QuickBooks."
• Check subbies before you pay. "Check every subbie we owe money to in QuickBooks and flag anyone with expired insurance or no SWMS on file in BuildPass."
• Prep the Monday meeting. "Give me this month's profit and loss from QuickBooks, plus open RFIs and overdue defects on every active project from BuildPass."

Your assistant asks you to approve anything that changes a record. Ask for a draft first when you want to check it before it lands.

How to connect BuildPass to QuickBooks

1. Connect BuildPass to your AI assistant. Copy your BuildPass connection link from your account settings in BuildPass, add it to your AI assistant and sign in with your BuildPass login. See our guides for Claude, ChatGPT and Microsoft Copilot.
2. Connect QuickBooks to the same assistant. Add QuickBooks from your assistant's list of connectors or apps and sign in with your Intuit account.
3. Ask. Start a chat with both switched on and try one of the prompts above.

Setup steps are in BuildPass, next to your connection link.

Put it on autopilot

If your assistant can run prompts on a schedule, the job gets done before you start your day. Try: "Every Monday, draft last week's do and charge invoices for me to review."

To make it your own, turn it into a skill with our free Claude skills for builders, or find more ideas in our AI prompts for builders.

Frequently asked questions

Does BuildPass sync with QuickBooks?

There's nothing to sync. QuickBooks keeps your books, BuildPass keeps your project records, and your AI assistant works across both when you ask.

Can it see things I don't have access to?

No. Your assistant uses your own BuildPass and Intuit logins, so it only sees what you can already see in each.

Which AI assistants work with BuildPass?

Claude, ChatGPT, Microsoft Copilot and other AI assistants that support MCP connectors.

Use Xero instead?

See how to connect BuildPass to Xero.

Use Sage Intacct instead?

See how to connect BuildPass to Sage Intacct.

See it on a live account

Not on BuildPass yet? Book a demo and see BuildPass working with QuickBooks on a real project.