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:
Prerequisites
- The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integration for QuickBooks® Online.
- The ERP Integrations tool must be configured to work with QuickBooks® Online. See QuickBooks® Online: Setup Guide.
- Your company's Procore Administrator must specify a QuickBooks® Online Service Item for the Retainage Payable configuration setting. This setting is configured during the QuickBooks® Online implementation process.
Workflow
To create and export invoices, there are two (2) workflows that must be completed in this order:
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:
- 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: - 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.