Export a Commitment to QuickBooks
Objective
To export a commitment created in Procore to your integrated ERP system.
Background
This process consists of actions that are typically performed by two different users.
- Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
- Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
- Accepted commitments are exported to the integrated ERP system.
OR - Rejected commitments are NOT exported to integrated ERP system. Instead, the commitment is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.
- Accepted commitments are exported to the integrated ERP system.
Things to Consider
- Required User Permissions:
- Prerequisites:
- Configure the ERP Integrations tool for QuickBooks® Desktop. See QuickBooks® Desktop: Setup Guide.
- Add the Commitments tool to the Project Tools menu. See Add and Remove Project Tools.
- Limitations:
- To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.
Demo
Workflow
This tutorial is part of a bigger process outlined in this 'Create and Export Commitments' workflow
Steps
To export a commitment from Procore to QuickBooks® Desktop, complete these tasks: