Every time you log a material purchase in QuickBooks Online, this workflow pulls that cost into a live dashboard so you can see exactly how much of each job's budget is spent. You catch cost overruns before they eat your margin, not after the job is done.
Connect QuickBooks Online to Make as your data source
Set a trigger to fire every time a new expense or bill is recorded
Map the expense data (job number, vendor, amount, category) to a Coda table
Build a simple budget-vs-actual view in Coda using your job estimate data
Set up a Coda alert to notify you when any job hits 80% of its budget
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpot budget overruns earlier and spend less time on manual cost reporting.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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