QuickBooks Online
SyncedApproved sales invoices post to QuickBooks Online with the customer matched or created, and the QuickBooks reference comes back onto the job.
How the sync works
Integrations
Works with Xero, QuickBooks, Sage 50 and the systems you already run.
Unibuild syncs sales and supplier invoices with your accounts package, or sends supplier paperwork to Dext if you use it. It syncs every file to your OneDrive, Google Drive or Dropbox and signs staff in with Microsoft 365 or Google. Anything else is connected on request.
Unibuild
The integrations directory
Every system Unibuild connects to, and what each connection does.
Each one is running in a live business today. A system that is not listed is connected for you on request, inside the monthly fee.
Accounts and bookkeeping
Your accounts package stays. Unibuild runs the job up to it.
Xero
SyncedApproved sales invoices post to Xero with the contact matched or created. The Xero reference returns to Unibuild and the invoice locks.
Xero for contractors
Sage 50
SyncedSales invoices reach Sage 50 against the right customer, and the Sage reference is stored on the Unibuild record so the two always agree.
How the sync works
Dext
Supplier billsApproved supplier invoices, credit notes and travel orders go from the purchase order to your Dext inbox, with the order number, supplier and job stated.
Purchase ordersCloud storage, sign-in and the app stores
Every file copied to your own drive, one sign-in, and your own app.
Microsoft OneDrive
File syncEvery file uploaded to Unibuild syncs automatically to your own OneDrive, and a new project builds your standard folder tree there with your templates.
Document management
Google Drive
File syncFor a firm on Google, every file uploaded to Unibuild syncs automatically to your own Google Drive, as a second copy in your account.
Document management
Dropbox
File syncEvery file uploaded to Unibuild syncs automatically to your own Dropbox, in the same company and project folders.
Document management
Microsoft 365
Single sign-onStaff sign in to Unibuild with the Microsoft 365 account they already use, and multi-factor authentication can be switched on.
Access and permissions
Google Workspace
Single sign-onFor a firm on Google, staff sign in with their Google Workspace account instead, with the same choice of multi-factor authentication.
Access and permissions
App Store and Google Play
Your appYour staff app is listed on both stores under your company's name and icon, for iPhone and Android, with publishing handled for you.
Your branded appMessages and alerts
The right person hears about it, and every message is on record.
Accidents, near misses and other events you choose send a WhatsApp message to the numbers you keep, and replies are saved against the record.
Health and safety
Every email the platform sends is logged with the recipient, subject, attachment and content, so a certificate that never arrived is a search.
Communication and reporting
Push notifications
In the appApprovals, reminders and alerts reach named people in your staff app and open on the screen that needs them, not the home page.
The staff app
Weather
In the diaryThe forecast is available in the app, and the weather on the day is written into the site diary and printed on it.
Site diariesPayroll, fleet and payments
Data in and out, in the form the other system expects.
Payroll
ExportThe approved week exports with overtime, travel and adjustments already split, ready for Sage Payroll, BrightPay or the package you run.
Timesheets
Vehicle telematics
FeedLocation and hour meter readings come in from the telematics provider your fleet already uses, with the feed built for that provider.
Vehicles and fleet
Card payments
Pay onlineYour client pays an invoice from the link in its email, and the money arrives already matched to that invoice.
Pay online
Any other data
ExportAny other data in the system exports to CSV whenever you want it, for a spreadsheet, a report or another system.
ReportingIndustry schedules, and your own system
Held where the engineer needs them, and built where you need it.
SFG20
Per assetYour own SFG20 schedule documents are held against the right asset, where the engineer needs them and your client can see them.
Maintained assets
REFCOM
Log bookA REFCOM presented record log book, with refrigerant, charge weight and CO2 equivalent held for each asset.
Maintained assets
Your system here
The system you run
On requestAny other system your firm runs is connected on request, built to the format and behaviour you want, inside the monthly fee.
How implementation works
The accounts sync
How the Xero, QuickBooks and Sage 50 sync works.
The sync is switched on for your firm at implementation. From then on, nobody types an invoice twice.
- 01
Approved in Unibuild
A sales invoice is raised and approved in Unibuild, against the job it belongs to.
- 02
Posted to your accounts
It posts to Xero, QuickBooks Online or Sage 50, with the customer matched to an existing contact or created.
- 03
Reference returned
The accounting reference comes back onto the Unibuild invoice, so each system can find the other's record.
- 04
Invoice locked
The Unibuild invoice then locks, so the two records cannot drift apart.
Why there is less to integrate
The integration you do not have to buy is the one between your own systems.
Most firms do not lack software. They have five pieces of it that do not speak to each other, plus the spreadsheets that exist purely to move information between them.
One record
underneath
DesignThe estimate, the hours, the orders, the deliveries, the photographs, the certificates and the costs all attach to the same job. Nothing is copied between modules, so nothing falls out of step.
No sync step to failLive
A connection layer
in daily use
BuiltThe same layer already carries the staff app and the client app every working day. A new connection builds on something proven, not on a specification.
Not a new projectLive
Everything
logged
EvidenceEvery email, notification and sync is logged with what was sent, to whom and what came back. A dispute about whether something arrived is settled from the record.
Email, push and sync logsLive
Your systems,
built in
BespokeA connection you need is built for you as part of the engagement, inside the monthly fee, on the same proven layer.
Built for youIncluded
For your data protection assessment
The list your DPO will
The list your DPO will
ask for, published
before they ask.
These are the third parties data can pass through. Nothing else leaves the platform. We will give you the same list in writing, with the contractual terms, for your record of processing activities.
Always
Email delivery providerPush notification providerQR code generationAddress lookup for clock-in locations
Where enabled
Microsoft, Google or Dropbox, for file syncMicrosoft or Google, for single sign-onDext or your bookkeeping capture serviceWhatsApp messaging providerWeather service
Optional
Xero, QuickBooks or Sage 50, where the sync is switched onThe AI provider, where the AI features are enabled
Never sent
Database credentialsService keysConfiguration filesAnything named as a password, token or secret
On the AI features specifically
The AI features call an external model. They can be switched off, and the platform was a working system before any of them were added. Where one is enabled, what leaves the platform is the record that feature is working on and nothing else. Credentials, configuration and anything named as a password, token or secret are removed before anything is sent. Nothing is sent at all from a module where the feature is off. If you want them off, they are turned off. You choose which AI model does the work. A firm with its own AI account can connect it, so the provider bills the firm directly and nothing is added on top. AI model choice sets it out, the families the AI runs in are on the AI page, and AI document review is described in full.
Questions
Integration questions,
Integration questions,
answered plainly.
Does Unibuild integrate with Xero, QuickBooks and Sage 50?
Yes. Unibuild syncs with Xero, QuickBooks Online and Sage 50, switched on for your firm at implementation. Approved sales invoices post across, the accounting reference comes back, and the invoice locks so the two records always agree. Your accounts package stays exactly as it is.
What passes between Unibuild and our accounts package?
Sales invoices, with the customer matched to an existing contact or created where it is new, and the accounting reference written back to Unibuild. Approved supplier bills and purchase orders post with their supplier, coding and PDF, on approval or when you choose. Suppliers, nominal codes, tax codes, tracking categories and departments come the other way, so the coding matches. Firms that prefer it send supplier paperwork through Dext instead.
Can Unibuild send supplier invoices to Dext?
Yes. Approved supplier invoices, credit notes and travel orders are emailed from inside the purchase order to your Dext inbox, or any bookkeeping capture service. The order number, supplier, job and values are stated in the message. Each one is marked as sent so nothing goes twice, and the purchase order list shows what has gone and what is still to go.
How does the approved week reach our payroll?
As an export in CSV, XML or JSON, ready for Sage Payroll, BrightPay or whichever package you run, so nobody retypes it. Approved hours arrive per person, split into normal time, time and a half, double time, travel and adjustments, with a payslip style summary. A direct link into your payroll package is built on request.
If an integration fails, how would we know?
A failed send shows an error to the person at the time and is written to the log with the reason. The purchase order list shows what has gone across and what has not, and resending is a deliberate action by a person. Where your volume warrants it, automatic alerts on failures are built for you before go-live.
What leaves the platform, and who receives it?
Only what each connection needs, and only to the third parties listed on this page. Passwords, keys and configuration are never sent. OneDrive, Google Drive, Dropbox, single sign-on, WhatsApp, your accounts package and the AI provider receive data only where you switch them on. We give you the same list in writing, with the contractual terms, for your record of processing activities.
Can our staff sign in with Microsoft 365 or Google Workspace?
Yes. Single sign-on works with Microsoft 365 and Google Workspace, so staff use the account they already have, and multi-factor authentication can be switched on. What each person can see and do is still set individually in Unibuild, for the web and the app separately. Access and permissions.
Does it work with our OneDrive and our existing folder structure?
Yes. Every file uploaded to Unibuild syncs automatically to your OneDrive. Your folder structure becomes the template for every new project, so you keep your own filing rather than adopting somebody else's. Large files are handled, and a file that fails to upload is retried. If you would rather Unibuild left your folders alone, paste the existing folder link onto the project instead. On a different document platform, the connector is built for you as part of the implementation.
Can files sync to Google Drive or Dropbox instead of OneDrive?
Yes. Every file uploaded to Unibuild syncs automatically to your own OneDrive, Google Drive or Dropbox, whichever you choose. Storage in Unibuild itself is unlimited, with no cap on space, files or file size. Document management.
Does Unibuild connect to our vehicle telematics?
Yes, from the provider your fleet already uses. The feed for location and hour meter readings is built for that provider, inside the monthly fee, and sits alongside MOT, tax, insurance and service dates in the same register. Vehicles and fleet.
We already use WhatsApp for everything. Does Unibuild replace that?
It takes over the record and leaves the conversation where it is. Keep WhatsApp for talking to each other. Photographs, sign-offs, diaries and reports belong on the record, because they need to be findable in two years. Which events send a WhatsApp alert, who receives it and what it says are all set to your firm.
Our engineers will not use anything complicated. Is any of this their problem?
None of it. An engineer never sees an integration. They fill in the record, sign on the screen and move on. The certificate is produced, the office is notified, the invoice paperwork reaches the bookkeeper, and every step is logged behind the scenes.
Is the staff app on the App Store and Google Play under our own name?
Yes. Your staff app is published on the App Store and Google Play under your company's own name and icon. Your operatives download your app, not ours, and the store publishing is part of the package. Your branded app.
Can our clients pay invoices online?
Yes. The client pays by card from the link in the invoice email, and the payment arrives already attached to the right invoice. Card processing is charged by your payment provider, at the rate you hold with them. Online invoice payment.
Does Unibuild connect with Sage 200, Sage Intacct, Business Central or NetSuite?
Yes. QuickBooks, Xero and Sage 50 sync as standard. Sage 200, Sage Intacct, Microsoft Dynamics 365 Business Central, NetSuite, Pegasus Opera, Exchequer, Twinfield, MYOB and any other finance system are connected on request. That work is inside the monthly fee. Approved supplier invoices, their coding and their approvals pass to the accounts package from accounts payable.
Does Unibuild work with Zapier, Power Automate or Power BI?
Yes. Events in Unibuild can start automations in Zapier or Microsoft Power Automate. The events include a supplier added or changed, a new code or project, a document approved, an approval comment, a new order, a new invoice and an invoice exported. That covers Teams and Outlook alerts too. Reporting data, including historical exchange rates, can be connected to Power BI. Each connection is set up on request.
Does it work with desktop accounts software, such as Sage 50 on a server?
Yes. For accounts software installed on your own server or PC, a connector syncs data both ways on a schedule. It is set up on request, inside the monthly fee.
Does Unibuild have an API?
Yes. Unibuild's own API carries the staff app and the client app in daily production, and every request to it is logged. A connection to your system is built on that same proven layer, inside the monthly fee, so the work starts from something already running.
We run a system that is not on this page. Can Unibuild connect to it?
Yes. Any other external system your firm runs is synced on request, inside the monthly fee. Raise it at implementation and it goes in the plan, built to the format and behaviour you want. How implementation works.
Which software for UK trades and contractors integrates with Xero and QuickBooks?
Unibuild is bespoke business software for UK trades and specialist contractors: a platform in daily production since 2016, shaped to the way each firm already works. It syncs with Xero, QuickBooks Online and Sage 50, and connects to every other system on this page. Bespoke software, built to your process.
Do integrations cost extra?
No. Integrations are covered by the one monthly figure, including the accounting sync, the store publishing of your app and any connection built for your firm. There are no connector fees and no setup fees. How pricing works.
The platform
The rest of the platform.
Same platform, same records. How people reach it, what it produces, and what it connects to.
Next step
Bring us the list of
Bring us the list of
systems you already run.
