Synchronize the office and the field.
With the Procore®+ QuickBooks® Connector, you can align project management and accounting using Procore’s seamless integration with QuickBooks Premier and QuickBooks Enterprise (Contractor Edition). Synchronize cost data for all of your projects in one location, standardize your accounting processes, and take your business to the next level. To learn more about the QuickBooks connector, see below:
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Interested in the Procore+QuickBooks Connector? Sign up at this link to get connected: http://go.procore.com/cfma-2016-quickbooks.html
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
Commitment Change Orders (CCOs)
ERP Integrations Tool
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The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
|Task||None||Read-only||Standard||Admin||Procore point of contact|
|Accept or Reject a Budget Integrated with QuickBooks||*|
|Accept or Reject a Change Order Sent to ERP||*|
|Accept or Reject a Commitment Sent to ERP||*|
|Accept or Reject a Project Sent to ERP||*|
|Add a New Procore Project into QuickBooks||†||†|
|Add a Procore Company into QuickBooks||*|
|Add Standard QuickBooks Cost Codes to a Project||§|
|Add a QuickBooks Job to Procore||*|
|Add a QuickBooks Vendor to the Company Directory||‡|
|Archive a QuickBooks Vendor in Procore||*|
|Configure Cost Code Preferences for QuickBooks||§|
|Configure the ERP Integration Settings|
|Configure the Sync Schedule for QuickBooks|
|Configure the Vendor Type Import Settings|
|Consolidate and Link Vendors to Companies|
|Consolidate Duplicates in the Company Directory||*|
|Export a Change Order from Procore to QuickBooks||*|
|Export a Commitment from Procore to QuickBooks||*|
|Install and Configure the QuickBooks Web Connector|
|Link a QuickBooks Vendor to a Procore Company||‡|
|Perform an On-Demand Sync|
|Re-send a Rejected Change Order to ERP||¶|
|Re-send a Rejected Commitment to ERP||¶|
|Refresh the Vendor List|
|Request to Enable ERP Integration for QuickBooks||\\|
|Restore an Archived QuickBooks Vendor|
|Retrieve a Budget from ERP||**|
|Retrieve a Change Order from ERP||¶|
|Retrieve a Commitment from ERP||¶|
|Retrieve a Project from ERP||§|
|Retrieve a QuickBooks Job from ERP||§|
|Send a Budget to ERP||**|
|Send a Change Order to ERP||¶|
|Send a Commitment to ERP||¶|
|Sync QuickBooks Data with Procore|
|Unlink a QuickBooks Vendor|
|View an Accountant Report|
|View the Archived Vendors List|
* The user also requires the 'Can Push to Accounting' privilege. To submit a request for this privilege, contact your Procore point of contact.
† The user also requires 'Admin' level permission to the company's Portfolio tool or 'Standard' level permission to the company's Portfolio tool and the 'Add New Project' privilege. To submit a request for this privilege, contact your Procore point of contact.
‡ The user requires 'Admin' level permission to the company's Directory tool.
§ The user requires 'Admin' level permission to the company's Admin tool.
¶ The user requires 'Admin' level permission to the Change Orders and Commitments tools.
\\ The user must be a Company Administrator to submit a request.
** The user requires 'Admin' level permission on the project's Budget tool.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Create User Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Procore + QuickBooks integration.
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.
Updated the ERP Integrations tool for QuickBooks, so that the system can now convert bids into contracts. Note: This capability is not enabled for other ERP Integrations (i.e., Sage 300 CRE, Dexter + Chaney Spectrum).
Updated the ERP Integrations tool for Quickbooks, so that the Job Cost Report no longer pulls all transaction data. Instead of pulling all of the transaction data, the system now filters the report data so that what is being pulled corresponds to the dates during which the Procore project has existed. This eliminates the large amount of unused data being retrieved and also provides significant performance improvements to the report.