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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®
STANDARD 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

Operating Systems

  • Windows Vista SP2
  • Windows 7 SP1
  • Windows 8
  • Windows 8.1 Update 
  • Windows 10
  • Windows Server 2008 R2 SP1
  • Windows Server 2012 R2
  • Windows Small Business Server 2008
  • Windows Small Business Server 2011

System Requirements

  • 4GB of RAM
  • 2.4 GHz Processor
    Note: The full version of QuickBooks® must be installed on the system hosting the QuickBooks® Connector.

Limitations

  • The integration is designed for new Jobs/Projects: Projects created in Procore prior to the integration setup will not be able to sync, as is the case with historical data entered in QuickBooks® prior to the integration.
  • Integrating the Prime Contract or Prime Contract Change Orders (PCCOs) is not currently supported. 
  • Procore does not currently support sub jobs on QuickBooks® Integrated Projects.
  • All QuickBooks® Integrated projects will use the QuickBooks® Standard Cost Code List. 
  • When a Commitment Change Orders (CCO) is exported from Procore into QuickBooks, you cannot create a new Purchase Order (PO) for the CCO.
  • QuickBooks® 'Classes' are not equivalent to Procore 'Categories'.

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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