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Add a Procore Project to QuickBooks


To create a new project in Procore and send it to the ERP Integrations tool for accounting acceptance. After acceptance, the project is exported to QuickBooks. 


When you create a new project in Procore, you must send the project data to the ERP Integrations tool for accounting acceptance. After acceptance, the data is sent from the ERP Integrations tool to QuickBooks. Use the steps below to add a new Procore project to QuickBooks. 

Things to Consider

  • Required User Permissions:
    • To add a new project in Procore:
      • 'Admin' level permissions on the Portfolio tool.
      • 'Standard' level permission to the Portfolio tool and the user must be granted the 'Add New Project' privilege. See Allow Users to Create New Projects
    • To configure the cost code preferences.
      • 'Admin' level permission on the company Admin tool.
    • To save and send the project to the ERP Integrations tool:
      • 'Standard' level permissions or higher on the ERP Integrations tool.
  • Prerequisites:
  • Limitations:
    • Procore does not currently support sub jobs for QuickBooks integrated projects. 


Add a New Project

  1. Navigate to the company's Portfolio tool. 
    This reveals the Portfolio page.
  2. Click Create a Project.
    This launches the Project Creation Assistant. 
  3. Make sure Project Details is highlighted in the right sidebar.
  4. Under General Information, do the following:
  5. In the Create New Project page,
    • Project Template. If this is the first project you are creating, select 'Do Not Apply a Template' and click Continue
    • Project Name. Enter a name for the project that you want to integrate with QuickBooks. QuickBooks has a maximum limit of 41 characters for the project name. 
  6. Scroll down to the Account and Contact information. Then enter the following: 
    • Project Address. The primary physical address for the project.
    • Country. The country associated with the project.
    • State. The state and country associated with the project. 
    • City. The full city name associated with the project. 
    • ZIP. The ZIP code associated with the project. 
    • Timezone. The time zone associated with the project. 
  7. Scroll down to the Advanced area. Then do the following:
    • Active Project. Place a checkmark in this box. This is the Project Creation Assistant's default setting.
  8. Click Next
    This reveals the Tools page.
  9. Add tools for your project as described in Add and Remove Tools in the Project Toolbox.
  10. Click Next.
    This reveals the Cost Codes page.
  11. To integrate your project with QuickBooks, select QuickBooks Standard Cost Code List.

Save and Send the Project to ERP for Export to QuickBooks

  1. In the project's Admin tool, under the 'Administrative Settings' menu, click Project Settings
  2. Click the General subtab.
  3. Click the Save and Send to ERP button (Note: This button is not available unless the Prerequisites listed in Things to Consider above are satisfied). This sends the project to the ERP Integrations tool for accounting acceptance.

See Also