Add a how-to article to your user guide
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
- Select a topic you want to add the how-to under
- Click on new page at the top of the page
- Select how-to
Add a reference article to your User Guide
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
- Select a topic you want to add the reference under
- Click on new page at the top of the page
- Select reference page
How-to Training Videos
On this page you'll find quick, how-to training videos.
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| Looking for more in-depth training?
Check out our Deep Dive Training Videos, which are self-paced training sessions lead by a member of Procore's Strategic Advisory team. Each session provides more advanced training on related tools and topics. |
Using the QuickBooks Web Connector with Procore
QuickBooks Accounting Integration with Procore
In-Depth Overview of the Procore and QuickBooks Integration
Sync Procore Projects with QuickBooks Jobs
Sync Procore Companies with QuickBooks Vendors
Add New Standard Cost Codes for QuickBooks Integrations
Export a Procore Budget to QuickBooks
Export Budget Modifications to QuickBooks
Export Commitments to QuickBooks
Export Commitment Change Orders (CCOs) to QuickBooks
Check out all of our videos on the official Procore YouTube Channel.
ERP Integrations: QuickBooks
The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks.
1 Also requires the 'Can Push to Accounting' privilege.
2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.
3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks.See Grant Granular Permissions in a Permission Template.
4 Also requires the 'Admin' level permission on the ERP Integrations tool.
5 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Permission Template.
6 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access.
7 Also requires the 'Add New Project' privilege. See Allow Users to Create New Projects.
Job Role
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Create User Permission Templates.
Below are the notable changes to the Procore + QuickBooks integration.
Recent Changes
Updated Search Feature In ERP Jobs Tab To Search Procore Project Name And Customer Column (6/29/2017)
The Search feature in the ERP Jobs tab now searches through the Procore Project Name column and the Customer column.
Added Details Button To ERP Integration Tool's Budget Tab (4/18/2017)
Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to QuickBooks.
Changed the Maximum Character Length for Commitment Titles (3/13/2017)
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated Filters For Job Costs Tab In ERP Integrations Tool (1/25/2017)
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.
Enabled Convert Bid to Contract For The QuickBooks Integration (1/11/2017)
Updated the ERP Integrations tool for QuickBooks, so that the system can now convert bids into contracts. Note: This capability is not enabled for other ERP Integrations (i.e., Sage 300 CRE, Dexter + Chaney Spectrum).
Improved Performance Of QuickBooks Job Cost Report (1/4/2017)
Updated the ERP Integrations tool for Quickbooks, so that the Job Cost Report no longer pulls all transaction data. Instead of pulling all of the transaction data, the system now filters the report data so that what is being pulled corresponds to the dates during which the Procore project has existed. This eliminates the large amount of unused data being retrieved and also provides significant performance improvements to the report.
All Changes
