Log Job Materials to QuickBooks
Every evening, WebRun opens Tradify and reads the materials logged on today's completed jobs, creates matching expense entries in QuickBooks against the correct job and cost code, and posts a reconciliation summary to Slack so you know what was logged and can spot any gaps.
How can I automatically log job materials from Tradify into QuickBooks after each job?
Every evening WebRun opens Tradify, reads the materials logged on today's completed jobs, creates matching expense entries in QuickBooks against the correct job and cost code, and posts a reconciliation summary to Slack - keeping your books accurate without any manual data entry.
- Books stay accurate after every job without manual entry
- Every material is matched to the correct QuickBooks job and cost code
- Slack reconciliation summary lets you spot gaps the same evening
Built for trade contractors · field service businesses · construction companies · job-cost accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.tradify.comin a real browser with your saved login - no setup, no API keys. -
1
Tradify - read materials used on completed jobs
tradify.com
WebRun opens Tradify to read materials used on completed jobs. - Open Tradify and navigate to today's completed jobs
- For each job, open the Materials section and record every item, quantity, unit cost, and job number
- Flag any material lines with missing unit costs for manual review
Done when All material usage for today's completed jobs is captured with costs and job references.
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2
QuickBooks - create expense entries
- Open QuickBooks and go to Expenses, then New Expense
- Create one expense entry per job, listing each material as a line item with the correct cost code
- Link each entry to the matching customer or job in QuickBooks
Done when Expense entries are created in QuickBooks for every job's material usage today.
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3
Slack - post reconciliation summary
slack.com
WebRun opens Slack to post reconciliation summary. - Post a nightly reconciliation summary: total jobs processed, total material costs logged, and any lines flagged for review
- Mention the bookkeeper or operations manager so they can check flagged items
Done when Your team has a nightly confirmation that today's materials are in the books.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it create entries in QuickBooks without my review?
It creates expense entries automatically to keep your books current, but posts a full summary to Slack each night so you can spot and correct anything that looks wrong.
What if a material has no price in Tradify?
Lines with missing unit costs are flagged in the Slack summary and skipped in QuickBooks until you add the price. This prevents incorrect entries from entering your books.
What cost codes does it use?
It maps each material category to the QuickBooks account you specify in the plan. You set the mapping once and it is applied consistently every night.
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