Customers & contacts
The customer on a job becomes a contact in your books the first time you sync their work.
Accounting integrations
Your job admin and your books, connected
Send invoices and log expenses on site in TradePlanr and let them flow straight into your accounting software — QuickBooks, Xero, FreeAgent or Sage — with no double entry.
QuickBooksSync invoices, expenses and payments into QuickBooks Online.XeroPush invoices, expenses and payments straight into Xero.FreeAgentSync invoices, bills and payments into FreeAgent.SageSync invoices, expenses and payments into Sage Business Cloud.
Prefer a spreadsheet?
Export your jobs, quotes, invoices, payments and expenses to Excel for any date range and hand it straight to your accountant. Automatic sync and Excel export are both Pro features — start with a 7-day free trial.
How the sync works
Connect one accounting provider at a time. Everything you do in TradePlanr keeps your books up to date automatically — nothing to export or re-key.
Invoices
Every invoice you send is pushed with its line items, VAT and due date.
Expenses
Receipts and costs logged on site are pushed as bills for your accountant.
Payments
Record a payment and TradePlanr marks the invoice paid in your books too.
Try TradePlanr free today
Run your jobs, invoicing and expenses in one place — then connect your accounting software when you're ready.
No card required · Free to start · iPhone, Android & web