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Procore

Add QuickBooks Standard Cost Codes to a Project

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Objective

To add 'QuickBooks Standard Cost Codes' at the Company level to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, users create commitments (a.k.a., purchase orders and subcontracts) and Commitment Change Orders (CCOs). This sometimes results in the need to add new cost codes to a Procore project. Adding new codes is a multi-step process:

  1. Create the new cost codes in Procore.
  2. Sync the new cost codes with Procore's 'QuickBooks® Desktop Standard Cost Codes' list in the Company level Admin tool.
  3. Follow the Steps below to copy the cost codes from the Company level Admin tool to the 'Project Cost Codes' list in the Project level Admin tool. 

Things to Consider

  • Required User Permissions:
    • To add or edit project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To add or edit project cost codes as a user with 'Standard' or 'Read Only' level permission to the project's Admin tool, the 'Manage Cost Codes' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Project Permissions Template. 
  • Prerequisites:
  • Limitations:

    • When the ERP Integrations tool is configured for QuickBooks® Desktop, cost types are NOT utilized in Procore. This is because QuickBooks® Desktop does NOT support the 'Cost Types' concept. It is also important to note that QuickBooks® Desktop 'Classes' are not equivalent to Procore 'Cost Types'.

Steps

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click the Work Breakdown Structure link. 
  3. In the 'Segments' list, click the Cost Codes link.
  4. Click the Cost Codes from Company button. 
    btn-cost-codes-from-company.png
  5. In the 'Add Cost Codes to this Project' window, choose from these options:
    add-cost-codes-window.png
    • To copy all of your company's cost codes to the project, click the Select All Cost Codes button. 
    • To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy. 
  6. Click the Add button. 

See Also