Skip to main content
Procore

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. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver
  2. 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.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites:
  • 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 icon-workflow.png

Steps

To export a commitment from Procore to QuickBooks® Desktop, complete these tasks:

  1. Create a commitment as follows:
  2. Send a Commitment to ERP Integrations for Accounting Acceptance
  3. Accept or Reject a Commitment for Export to QuickBooks® Desktop

See Also