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Add QuickBooks Standard Cost Codes to the Company Level Admin Tool

Objective

To add one (1) or more new cost code(s) to the QuickBooks Standard Cost Code list in the company's Admin tool. 

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' user permissions on the company's Admin tool.
  • Prerequisites:
  • Limitations:
    • When the ERP Integrations tool is configured for QuickBooks, categories are NOT utilized in Procore. This is because QuickBooks does not support the 'Categories' concept. It is also important to note that QuickBooks 'Classes' are not equivalent to Procore 'Categories'.

Steps

  1. Navigate to the company's Admin tool. 
    This reveals the Company Settings page. 
  2. Under Administrative Settings, click Cost Codes
    This reveals your company's Standard Cost Codes list(s). 
  3. Choose one of the following options:
    1. If your company only has a QuickBooks Standard Cost Code list, it appears in this page. Continue with the next step. 
      OR
    2. If your company has multiple cost code lists, locate the QuickBooks Standard Cost Code list in the table and and click Edit
      Notes: The QuickBooks Standard Cost Codes list shows all of the codes that are available for use on your company's QuickBooks-integrated projects. 
  4. Depending upon the task that you want to perform, do one of the following:

Add a New Division

  1. Expand your company's top-level folder (e.g., Nelson General Contractors).
  2. Click Add Division.


     
  3. In the 'Add Division' window, enter a Code (e.g., 18) and Description (e.g., Lighting).


     
  4. Click Create.
    This adds the new division to the list. 

Add a New Cost Code to a Division

  1. Highlight the desired Division (e.g., 18 Lighting). 
  2. Click Add Code.


     
  3. In the 'Add to' window, enter a Code and Description.


     
  4. Click Create.
    This adds the new code to the selected division.

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Last modified
10:35, 6 Jun 2017

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