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Configure the Sync Schedule for QuickBooks

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Objective

To configure the automatic data synchronization schedule between your QuickBooks® database and Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    Note: It is recommended that you choose the same setting for each option listed below:
    • Sync Project Job Costs
    • Refresh QuickBooks® Vendor List
    • Refresh QuickBooks® Job List
    • Sync Payments for Synced Invoices
       

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings . 
  3. Click Sync Schedule.


     
  4. Under Sync Schedule, choose Hourly, Daily, Every 4 Hours, Never, or ​​​​Every 2 Hours from the corresponding drop-down list:

    sync-schedule.png

    Note: It is recommended that you choose the same setting for each option listed below:
    • Sync Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. See .
    • Refresh QuickBooks® Vendor List. This automatically syncs the vendor list in QuickBooks®. 
    • Refresh QuickBooks® Job List.  This automatically syncs the job list in QuickBooks®. 
    • COMING SOON! Sync Payments for Synced Invoices. This automatically syncs bill payments made in QuickBooks® with Procore's Payments Issued tab in a project's commitments. See Sync QuickBooks® Bill Pay with Payments Issued in Commitments.
  5. Click Update.
    To learn more about syncing data, see How often can I sync data between QuickBooks® and Procore?

See Also