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QuickBooks Online - Workflow Diagrams

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The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with QuickBooks® Online.

Create and Sync a Project

LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step

 
START
START

 
Create a Job in QuickBooks Online
Create a Job in QuickB...

 
Add a QuickBooks Online Job to Procore
Add a QuickBooks Onlin...
END
END

 
JOB SYNCED TO PROCORE
JOB SYNCED TO...

Create and Sync Vendors

 
Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM

 
START
START

 
END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 
Where did you create the Vendor/Company record?
Where did you create the Ve...

 
Does the matching company record already exist in Procore?
Does the matching company record...

 
Where did you create the Company in Procore?
Where did you create the C...

 
Add a Company to the Project Directory
Add a Company to the Pr...

 
Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 
Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...

 
Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 
Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...

 
Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

Export Subcontractor Invoices

 

 
START
START

 
Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step

 
Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver

 
Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...