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Procore

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®, cost types are NOT utilized in Procore. This is because QuickBooks® does NOT support the 'Cost Types' concept. It is also important to note that QuickBooks® 'Classes' are not equivalent to Procore 'Cost Types'.

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Company Settings, click Cost Codes
  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 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. Click the top-level folder with your company's name.
  2. Click Add Division.
    add-cost-code-division.png
  3. In the 'Add Division' window, do the following:
    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


  4. Click Create to add the new division to the list. 

Add a New Cost Code to a Division

  1. Click the Division you want to add the code to. 
  2. Click Add Code.
    add-cost-code-to-division.png
  3. In the 'Add to [Division Name]' window, do the following:
    1. Code. Enter a numeric code for the new division.

    2. Description. Enter a text description for the new division.


      For example, enter 050 Outdoor
  4. Click Create to add the new code to the selected division.

See Also

Send Unsynced QuickBooks® Standard Cost Codes to ERP Integrations for Accounting Acceptance