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Procore

How do I setup the subcontractor invoices feature for Procore + QuickBooks?

Answer

If you have 'Admin' level permission on the company's ERP Integrations tool, you can complete the initial setup for the QuickBooks® Subcontractor Invoices feature so that your team can sync invoices from Procore to QuickBooks®. 

Things to Consider

  • Required User Permissions:
    • To complete the initial setup, ‘Admin’ level permissions on the company’s ERP Integrations tool.
    • To turn the feature ON and to designate the accounting approvers who will be authorized to sync invoices, you must be your company's Executive Sponsor. 
  • Requirements:
    • This feature requires you to set up a Retainage Service Item as specified below, even if your company doesn't typically hold retainage on subcontractor invoices.

Workflow Diagram

The diagram below summarizes the process for setting up the subcontractor invoices feature:

qb-setup-sub-invoices.png

Steps

Complete the three steps below.

Create a 'Retainage' Item in QuickBooks

  1. Launch QuickBooks.
  2. Create an Item and assign the Type as Service. Then name it: Retainage
    Note: For step-by-step instructions, see Add, edit, and delete items in the QuickBooks Help system. 

Enable 'Inventory and Purchase Orders are Active' in QuickBooks

  1. Log in to the data file as an Admin user. 
  2. Choose Edit > Preferences.
  3. Click Items & Inventory.  
  4. Click Company Preferences.
  5. Place a checkmark in the Inventory and purchase orders are active box. 
  6. Verify that the other settings match the ones pictured below. 

    quickbooks-item-settings.png
     
  7. Click OK to save the setting.

 

Configure the Invoice Retainage Item Settings in Procore

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings icon-config-settings.png.
  3. In the Invoice Retainage Item drop-down list, select the service line item where you want retainage to be recorded.
  4. Click Update.

Email Your List of Accounting Approvers to Procore

  1. Ask your company’s Procore Executive Sponsor to email erpsupport@procore.com with the following information:
    • Email addresses for the accounting approvers who should be granted the additional permission to export subcontractor invoices to QuickBooks.
      Note:
      • If you do not know your company’s Executive Sponsor, see the Executive Sponsor field under Account Information in the company's Admin tool.
      • If there is no Executive Sponsor listed, contact your company’s Procore Administrator.
  2. The ERP Support Team at Procore will then grant the correct permissions to your company's designated accounting approvers.
    You can then begin using the feature.

Next Steps

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