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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. 
    This reveals the Company Settings page.
  2. Under Administrative Settings, click Cost Codes.
    This reveals the Standard Cost Code Lists page.
  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.
      • After reviewing the codes, you can click the Cost Codes link under Administrative Settings in the right pane 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:
      • Projects using the Standard Cost Code List cannot be integrated with QuickBooks .
      • The Standard Cost Code list can either be the default list that is included with Procore or a custom cost code list that was imported for your company. See Edit and Add Company Cost Codes or Import Custom Cost Codes.

        quickbooks-admin-settings-cost-codes.png
         
  4. Click Update.
    This makes the selected cost code list available for use on new projects. 
  5. Under Administrative Settings, click Cost Types
  6. Ensure that under ' QuickBooks Standard Cost Types' only the 'Other' label and a single abbreviation displays. See What are Standard Cost Types in the Cost Types Configuration page? 

You have successfully set your QuickBooks cost code preferences. 

See Also