Accounting Integrations
TrueGrade’s accounting integrations move project cost data out of the field and into the books without re-keying. They are configured under Settings → Integrations → Accounting, and the underlying data lives in the Cost Intelligence and Accounting areas of the app.
What’s Available
Export cost actuals in QuickBooks IIF format for import into QuickBooks Desktop or Online.
QuickBooks ExportMatch card transactions to receipts and cost codes before they reach the export.
Credit Card ReconciliationQuickBooks Desktop and Online
TrueGrade produces a standard QuickBooks IIF file that your bookkeeper imports. QuickBooks Desktop imports IIF files natively; QuickBooks Online requires a third-party import tool or a Desktop-then-sync workflow. The full step-by-step — including how to map TrueGrade cost codes to QuickBooks expense accounts — is covered in QuickBooks Export.
QuickBooks export and credit card reconciliation are available on Business and Enterprise plans. There is no live two-way sync — TrueGrade generates a file you import, which keeps your accountant in control of what posts to the ledger.
Who Uses This
The people who own these integrations are usually your Accounting and Admin users. Field and project-management staff enter the cost data during the job; accounting reconciles and exports it at the end of the billing period.
Before Your First Export
- Confirm your cost codes are set up — see Cost Codes
- Map each cost code to a QuickBooks expense account
- Reconcile any outstanding credit card transactions
- Run a test export against a QuickBooks backup before importing to your live company file