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Procore

About the QuickBooks® Connector

Objective

To integrate a Procore construction project using Procore's QuickBooks® Connector.

Integration Map


PROCORE
Syncs data from Procore to QuickBooks® Syncs data from QuickBooks® to Procore
QuickBooks®
COST CODES    ITEMS
PROJECTS JOBS
COMPANIES VENDORS 1
BUDGET   ESTIMATES
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
  PURCHASE ORDERS
PURCHASE ORDERS
APPENDED TO ORIGINAL PURCHASE ORDER
COSTS   COSTS
SUBCONTRACTOR INVOICES 2
FOR SUBCONTRACTS & PURCHASE ORDERS
  BILLS
COMMITMENT PAYMENTS ISSUED 2
FOR SYNCED SUBCONTRACTOR INVOICES
  BILL PAYMENTS
CHECKS & CREDIT CARD CHARGES

1  Procore does not export 'Customers' data to QuickBooks®.

2  Subcontractor Invoices and Payments are supported only in US Editions. In addition, subcontractor invoices with negative values do not sync between systems. 

Key Benefits

  • Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to QuickBooks®.
  • More efficient communication between Accounting and Project Management teams.
  • Easy and instant access to QuickBooks® Job Cost report by the Project Management team.

Features

  • Export Procore Standard Cost Codes to QuickBooks®. 
  • Add QuickBooks® jobs to Procore projects or export Procore Projects to create QuickBooks® jobs. 
  • Export company records in Procore's Company Directory to QuickBooks® or create company records using your QuickBooks® vendors. 
  • Import your QuickBooks® job costing data to use Procore's costing and budgeting tools to track project spending.
  • Export data from your project's Commitments tool to process purchase orders in QuickBooks®. 
  • Create Commitment Change Orders (CCOs) in Procore and update purchase orders in QuickBooks®.
  • Export data from Procore's Budget tool to process QuickBooks® estimates.  

Requirements

  • Company Administrator permissions to the Procore web application
  • QuickBooks® Web Connector (QWC) Version 2.2.0.71
  • QuickBooks® Web Connector (QWC) Version 2.2.0.42
  • QuickBooks® Web Connector (QWC) Version 2.3.0.20
  • A compatible edition of QuickBooks® (see QuickBooks® Compatibility section below)

QuickBooks Requirements

Supported Editions

The QuickBooks Connector supports these Desktop editions of QuickBooks:

Country Desktop Editions Online (Plus, Simple Start, Essentials) Pro Premier (Contractor Edition) Enterprise (Contractor Edition)
flag-us.png United States QuickBooks® 2019 red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
 United States QuickBooks® 2018 red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
 United States QuickBooks® 2017 red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
 United States QuickBooks® 2016 red-x-icon.png red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png
 United States QuickBooks® 2015 red-x-icon.png red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png
flag-canada.png Canada QuickBooks® 2019 red-x-icon.png red-x-icon.png icon_checkmark_h17.png red-x-icon.png
 Canada QuickBooks® 2018 red-x-icon.png red-x-icon.png icon_checkmark_h17.png red-x-icon.png

Unsupported Editions

The QuickBooks® Connector does not support these editions:

  • QuickBooks® (All versions 2014 or older)
  • QuickBooks® Desktop for Mac
  • QuickBooks® Online (All editions. For example, Online Plus, Online Essentials, Online Simple Start)
  • All non-US editions with the exceptions of those listed in the table above.

QuickBooks System Requirements

Note: The full version of QuickBooks® must be installed on the system hosting the QuickBooks® Connector.

Limitations

Before your company starts using the QuickBooks® integration with Procore, first review the Integration Map above to learn about the available features. It is also important to be aware of the limitations listed below. Keep in mind that your company may have different requirements and processes, so there may be unique limitations in your environment not listed here. If you have questions, please send an email to your Procore point of contact. 

  • Designed for use only on new construction jobs/projects:
    The QuickBooks® integration can only sync data on new jobs/projects. Any historical projects created before your company's ERP implementation cannot sync data.
  • Data from these Procore tools and items do NOT sync with QuickBooks®:
    • Prime Contracts
    • Prime Contract Change Orders (PCCOs)
    • Owner Invoices and Payments
    • Timecards
    • Timesheets 
  • The QuickBooks® integration does NOT support the following items:
    • Cost Types
      In Procore, a cost type (a.k.a., category) is a set of uniquely identified costs represented by an abbreviation and label. For example, L=Labor, M=Materials, S=Subcontract, and so on. They are used as a classification to identify job costs and can later be used to generate reports. Because QuickBooks® does NOT have an equivalent cost type concept, all QuickBooks®-integrated projects use a single cost type of Other. For more details, see QuickBooks® and Cost Types.
    • Sub Jobs
      The sub job feature is NOT supported with the Procore + QuickBooks® integration. Sub jobs are disabled in Procore for QuickBooks®-integrated projects.
    • QuickBooks® Items Other than 'Service'
      Procore cost codes can only be synced with QuickBooks® items designated with the type 'Service.'
    • Project-Specific Cost Codes
      Project-specific cost codes are NOT supported with the Procore + QuickBooks® integration. Your company will have one (1) cost code list for use with all QuickBooks®-integrated projects.
    • Multiple QuickBooks Files
      A separate QuickBooks® company file for each project is NOT supported. For each Procore company account, the integration is designed to support one (1) QuickBooks® file per connector.

Terminology

This table documents a list of commonly used QuickBooks® terms and its Procore equivalent. 

QuickBooks® Term Procore Term
Job Project
Item Project Cost Code
Vendor Company

Demo

 

Frequently Asked Questions

See Also

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