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Configure the Sync Schedule for QuickBooks

Objective

To configure the automatic data synchronization schedule between your QuickBooks database and Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    • Standard and Project Cost Codes and Project Job Costs
    • QuickBooks Vendor list
    • QuickBooks Job List

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the QuickBooks Integration page. 
  2. Click the Configure Settings icon. 
  3. Click the Sync Schedule link in the right pane.


     
  4. Under the Sync Schedule area, choose Hourly, Every 4 HoursDaily (this is the default setting), or Never from the corresponding drop-down list :
    • Sync Standard and Project Cost Codes and Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. 
    • Refresh QuickBooks Vendor List. This automatically syncs the vendor list in QuickBooks. 
    • Refresh QuickBooks Job List.  This automatically syncs the job list in QuickBooks. 

  5. Click Update.
    To learn more about syncing data, see How often can I sync data between QuickBooks and Procore?
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Last modified
12:28, 10 Apr 2017

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