Below are the notable changes to the Procore + QuickBooks integration in 2018.
New 'Send and Retrieve Budgets from ERP' Granular Permission (8/14/2018)
Added a new 'Send and Retrieve Budgets from ERP' granular permission. Previously, only users with 'Admin' level permission could perform this task. Now, privilege to perform this task can be granted to end users with 'Read Only' or 'Standard' level permission on the Budget tool. See Directory: New 'Send and Retrieve Budgets from ERP' Granular Permission for ERP Integrations.
Added ERP ID to Edit Contact Information Page (6/14/2018)
Updated the Company level Directory tool's Edit Contact Information page to add the 'ERP ID' field under Company Information. This is useful for correlating companies when your company's Procore account is integrated with one of the systems that can be integrations with Procore's Company level ERP Integrations tool.
Enabled the Send to ERP Button in the New Project Creation Assistant (3/29/2018)
For users with permission to create projects in Procore, we've streamlined the experience by introducing the new Project Creation Assistant. With this new experience, you can now create projects consistently and efficiently across your company. Configure the project's toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow. See Portfolio: Introducing the Project Creation Assistant and Add a Procore Project to QuickBooks.
Renamed the Change Orders Tab (3/26/2018)
Updated the Company level ERP Integrations tool to rename the 'Change Orders' subtab to the 'Commitment Change Orders' tab. In the future, Procore will be introducing the "Prime Contract Change Orders" tab, so the system needs to clarify that "Change Orders" tab is only for "Commitment Change Orders."
Removed 'Archived' Page from the Budget Tab for the Procore + QuickBooks Integration (3/9/2018)
Updated the ERP Integrations tool for the Procore + QuickBooks integration to remove the 'Archived' page from the Budget tab. Because budgets are exported from Procore into QuickBooks, the archive feature in Procore is not used.
Updated ERP Icon Color Scheme (2/16/2018)
If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. See ERP Integrations: Updated Color Scheme for ERP Icons.
Updated 'Add Filter' in Companies Tab of Directory Tools To Reflect Cost Code Configuration (2/14/2018)
Added 'Customer' Column to 'Archived Jobs' in ERP Integrations Tool (1/24/2018)
Updated the Procore + QuickBooks integration to add a 'Customer' column on the 'Archived Jobs' page. Also renamed the former 'Project Name' column so it now reads 'Job Name'.
Procore Now Supports Integrations With QuickBooks 2018 (1/2/2018)
Procore now supports integration with the following versions of QuickBooks 2018:
- QuickBooks Pro 2018
- QuickBooks Premier 2018 (Contractor Edition)
- QuickBooks Enterprise 2018 (Contractor Edition)
For a complete list of supported versions, see About the QuickBooks Connector.