Add a QuickBooks® Online Project to Procore

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Objective

To create a new project in Procore from an existing Project in QuickBooks® Online.

Background

A project in QuickBooks® Online is equivalent to a project in Procore. If you first created a project in QuickBooks® Online, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant information from QuickBooks® Online.

Things to Consider

Required User Permissions:
- 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
  - 'Admin' level permissions on the company's Directory tool.
    OR
  - The user must be granted the 'Create a New Project' privilege. See Allow Users to Create New Projects.
Limitations:
- Only Projects in QuickBooks® Online can be imported to Procore to create integrated Procore Projects. QuickBooks® Online Customers or Sub-Customers cannot be imported into Procore.
  
  Note
  If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached.

Steps

Navigate to the Company level ERP Integrations tool.
This reveals the Integration page.
Click the Jobs tab.
Under Filter Jobs By, click Ready to Import.
This reveals a list of all the QuickBooks® Online jobs that have not yet been imported to Procore.
Locate the QuickBooks® Online project that needs to be imported to Procore.
(Note: If you have a long list of projects, use the advanced search and filter options).
If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template.
Click Add to Procore.
This creates a new QuickBooks® Online-integrated Procore project.
After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
Note: The name of the QuickBooks® Online project is used as the Procore project name and number. After the import has completed, you can adjust the project name & number fields on the project in Procore if desired.