Skip to main content
Procore

Export Subcontractor Invoices from Procore to QuickBooks® Online

Objective

To export subcontractor invoices from a Procore project to QuickBooks® Online.

Background

If you want to export your subcontractor invoices to QuickBooks® Online, you first need to create them in your Procore project. As described in the Steps and Workflow below, your project team has two options when creating invoices: You can send an 'Invite to Bill' to one of your invoice contacts to allow them to submit their own invoice or you can create an invoice on behalf of an invoice contact. 

After your subcontractor invoices are reviewed by a member of your project team and placed into the 'Approved' status, an accounting approver can export your subcontractor invoices as described below. 

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

Workflow

To create and export invoices, there are two (2) workflows that must be completed in this order: 

  1. View the 'Create Your Subcontractor Invoices in Procore' workflow icon-workflow.png
  2. View the 'Export Your Approved Subcontractor Invoices to ERP' workflow icon-workflow.png 

Steps

Create Your Subcontractor Invoices in Procore

Export Your Approved Subcontractor Invoices to ERP

Once your subcontractor invoices are in the 'Approved' status, you can follow these steps to export them to QuickBooks® Online:

  1. Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
    Note: If you need to make changes to an invoice before the data has been accepted by an accounting approver for export to QuickBooks® Online, see:
  2. Accept or Reject a Subcontractor Invoice for Export to QuickBooks® Online 

Next Steps

 Limited Release

The ability to sync QuickBooks® Online Bill Payments with Payments Issued in the Commitments tool is currently supported with Procore + QuickBooks® Online U.S. Edition. It is NOT currently supported with the Procore + QuickBooks® Online non-U.S. Editions. 

See Also