QuickBooks®: User Guide
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Overview
The articles below describe how to use different tools to perform a variety of accounting-related tasks when your company's Procore is integrated with QuickBooks® Desktop.
Note: The tutorials in the user guide assume that QuickBooks® Desktop has already been integrated with your company's Procore account. If this is not the case, see the QuickBooks: Setup Guide.
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- (Legacy) Create a Purchase Order
- (Legacy) Create a Subcontract
- About the QuickBooks® Desktop Connector
- Accept or Reject Cost Codes for Export to QuickBooks®
- Accept or Reject Subcontractor Invoices for Export to QuickBooks
- Accept or Reject a Budget for Export to QuickBooks
- Accept or Reject a CCO for Export to QuickBooks®
- Accept or Reject a Commitment for Export to QuickBooks
- Accept or Reject a Company for Export to QuickBooks
- Accept or Reject a Project for Export to QuickBooks®
- Add QuickBooks Standard Cost Codes to a Project
- Add QuickBooks Standard Cost Codes to the Company Level Admin Tool
- Add a Budget Line Item
- Add a Procore Project to QuickBooks®
- Add a QuickBooks Vendor to the Company Directory
- Add a QuickBooks® Job to Procore
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Archive a QuickBooks Vendor in Procore
- Award a Winning Bid and Convert it into a Purchase Order
- Award a Winning Bid and Convert it into a Subcontract
- Configure Advanced Settings: ERP Integrations for QuickBooks
- Configure Cost Code Preferences for ERP
- Configure the Sync Schedule for QuickBooks®
- Configure the Sync Schedule for Xero™
- Configure the Vendor Type Import Settings for QuickBooks
- Consolidate Duplicate Vendors in the Company Directory
- Consolidate and Link QuickBooks Vendors to Procore Companies
- Create Standard Cost Codes in Procore and Sync to QuickBooks®
- Create a Budget Modification
- Create a Commitment
- Create a Commitment Change Order
- Create a Purchase Order from a Change Event
- Create a Subcontract from a Change Event
- Create and Sync Vendors with the QuickBooks Integration
- Delete Project Cost Codes from a Procore + QuickBooks® Project
- Delete a Commitment Synced with QuickBooks
- Edit a Commitment
- Edit a Commitment Synced With QuickBooks
- Export Subcontractor Invoices from Procore to QuickBooks
- Export a CCO to QuickBooks
- Export a Commitment to QuickBooks
- Export a Procore Budget to QuickBooks
- Export a Procore Company Record to QuickBooks®
- Link QuickBooks Vendors to Procore Companies
- Lock a Budget
- Refresh the Vendor List for QuickBooks
- Request to Enable ERP Integration for QuickBooks
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived QuickBooks Vendor for ERP Integrations
- Retrieve a Budget from ERP Integrations Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a QuickBooks Job from ERP Before QuickBooks Export
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send Unsynced QuickBooks Standard Cost Codes to ERP Integrations for Accounting Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP Integrations for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP Integrations for Accounting Acceptance
- Set up a Budget in a New Procore Project
- Sync Procore Projects with QuickBooks Jobs
- Sync QuickBooks® Bill Payments with Payments Issued in Commitments
- Unlink CCOs Synced with QuickBooks®
- Unlink Commitments Synced with QuickBooks
- Unlink Subcontractor Invoices Synced with ERP
- Unlink a Synced QuickBooks Vendor
- Unlock a Budget
- Unlock a Budget with Budget Modifications
- View a QuickBooks Job Costs Report
- View an Accountant Report for QuickBooks
- View the Archived Vendors List for QuickBooks