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QuickBooks: Setup Guide

Overview

To set up and configure the ERP Integration tool, which integrates your QuickBooks system with the construction projects in your company's Procore account. 

Preparation Phase​

To prepare for the integration, complete these steps: 

  1. Send a request to your Procore point of contact to discuss your company's specific requirements and goals:
  2. Your Procore point of contact will work with your company's Procore Administrator (and/or your company's QuickBooks Administrator) to complete these tasks:
    • Install and configure the QuickBooks Web Connector.
    • Create a Procore user account for the QuickBooks microservice. 
    • Enable and configure the ERP Integrations tool for your company's Procore account.

Management Phase

See the QuickBooks: User Guide for a full list of tutorials and FAQs.

 

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Last modified
14:49, 21 Nov 2016

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