image for site

Switching from Excel to Construction Accounting Software: What to Know Before You Upgrade

Published on July 19, 2025
Cover image of post "Switching From Excel To Construction Accounting Software | Sam’s List"

Summary

As construction projects get more complex, Excel can become a bottleneck. Job costing, change order tracking, and AP/AR automation are easier with industry-specific tools. If you're upgrading, prioritize software that actually fits construction workflows.


Why the Shift Away from Excel?

"As our jobs have gotten busier, Excel just isn't cutting it anymore."

Spreadsheets are great for flexibility—but once you're juggling dozens of invoices, change orders, and job cost allocations, the manual work becomes risky and time-consuming. Errors creep in. Audits get messy. And visibility suffers.


What Construction Businesses Really Need

Tools likeQuickBooksandFreshBookshandle general business accounting, but they weren't built for:

  • Multi-phase job cost tracking

  • Retainage billing and payment applications

  • Subcontractor invoicing workflows

  • Real-time budget vs. actuals

Look for platforms that support:

  • AP/AR automation

  • Mobile field entries

  • Integrations with estimating or project management tools

  • Custom job reports


Redditor Recommendation: APARBooks

The user who started the thread mentioned trying QuickBooks, FreshBooks, and Bill.com—but foundAPARBooksmore aligned with their construction needs:

"They cover the basics, but honestly, they don’t feel like they’re built for construction workflows."

"I’m currently using APARBooks, it’s been working pretty well so far, but I’m still open to exploring other tools."

It’s a good reminder: even widely-used tools aren’t one-size-fits-all. Construction accounting has specific needs.


Questions to Ask Before You Switch

  1. Can it handle job-level cost coding?

  2. Is there a way to track change orders across phases?

  3. Does it integrate with your project management tool (like Buildertrend or Procore)?

  4. How easy is it to run reports for lenders or bonding agents?


You Might Also Like


Author: Kimi, Co‑founder of Sam’s List
Kimi writes about what she's learning while building Sam’s List and shares honest takeaways from her conversations with accountants and financial advisors across the country. None of this is financial advice—just the stuff most people wish someone told them sooner.



Comments & Questions

Sign up or log in to comment

Browse Related Articles

Cover image for post "Change of Plans"
October 10, 2024
Change of Plans
Rethinking how Sam's List operates
Cover image for post "Find the Best Ecommerce Accountants | Sam’s List"
Running an ecommerce business? Find accountants who specialize in ecommerce taxes, inventory management, and platform fees on Sam’s List.
Cover image for post "How to Manage Accounting for Your Ecommerce Business"
Learn how to optimize your ecommerce accounting processes to save time, reduce errors, and ensure financial accuracy across your online business.
Cover image for post "Payroll Compliance: Essential Guide for Small Businesses"
Stay compliant with payroll laws. This guide helps small businesses navigate tax withholdings, benefits, and record-keeping to avoid penalties.
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
Sam’s List logo
About Us
Accountants
Advisors
Fractional CFOs
Connect with an Expert