1-866-477-6267 (toll-free)
Support Home > Integrations > QuickBooks > Tutorials > Add a QuickBooks Job to Procore

Add a QuickBooks Job to Procore

Objective

To create a new project in Procore from an existing job in QuickBooks. 

Background

A "job" in QuickBooks is equivalent to a "project" in Procore. If you first created a construction job for a customer in QuickBooks, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information for the QuickBooks. Synchronized data will include the following:

  • Customer
  • Project Name
  • Project Address (Address, City, State, Country, and ZIP)
  • Phone

Things to Consider

  • Required User Permissions:
    • 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
  • Limitations:
  • Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

Steps

  1. Navigate to the ERP Integrations tool.
    This reveals the Integration page.
  2. Click the Jobs subtab. 
  3. In the 'Filters' menu, click Ready to Import.
    This reveals a list of all the QuickBooks jobs that have not yet been imported to Procore. The Ready to Import list summarizes jobs by Customer, Project Name, and Status. 
  4. Locate the QuickBooks job that needs to be imported to Procore.
    (Note: If you have a long list of projects, use the advanced search and filter options). 
  5. If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template
  6. Click the Add to Procore button.
    This syncs the data from the QuickBooks job with the Procore project. 

    Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

  7. After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
    (Note: The name of the QuickBooks job is used as the Procore project name). 

See Also

You must to post a comment.
Last modified
09:58, 8 Feb 2017

Tags

Classifications

This page has no classifications.