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Procore

Configure Cost Code Preferences for QuickBooks

Objective

To configure your company's Admin tool so that your QuickBooks® Standard Cost Codes are available for use on projects.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Admin tool. 
  • Prerequisites:
  • Limitations:
    • After enabling the QuickBooks® Standard Costs Codes preferences, the settings only go into effect on new Procore projects. The setting is NOT retroactively applied to existing projects.
    • Projects using QuickBooks® cost codes will only use the cost type of 'Other' in Procore. Cost types are not available in QuickBooks®.

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Project Settings, click Cost Codes.

    admin-cost-codes.png
     
  3. In the Standard Cost Code Lists page, mark the checkbox that corresponds to the desired option:
    • QuickBooks® Standard Cost Codes
      If you will be integrating at least one (1) project in your company's Procore account with QuickBooks®, place a checkmark in this box. This setting allows new Procore projects to use your QuickBooks® Standard Cost Code list.
      Notes
      • If you will be integrating one (1) or more projects with QuickBooks®, you should always enable this option.
      • If you want to review the codes on the list, click Edit to open the 'QuickBooks®  Standard Cost Codes' page.
      • If a cost code was archived, you cannot add it to a project unless you first unarchive it. See How do I archive and unarchive a cost code?
      • After reviewing the codes, click Cost Codes link under Project Settings to return to the 'Standard Cost Code Lists' page.
      • Projects using QuickBooks® cost codes will only use the cost type of 'Other' in Procore. Cost types are not available in QuickBooks®.

    • Standard Cost Codes List
      If you will NOT be integrating one (1) or more projects with QuickBooks®, place a checkmark in this box to allow new Procore projects to use the Standard Cost Code list. Remove the checkmark if you do not want to use the Standard Cost Code list on your company account's new projects.
      Notes:
  4. Click Update.
  5. Under Project Settings, click Cost Types
  6. Ensure that under ' QuickBooks® Standard Cost Types' only the 'O' label for Other abbreviation appears. See What are Standard Cost Types in the Cost Types Configuration page? 

See Also