Delete Project Cost Codes from a Procore + QuickBooks® Project
Objective
To delete project cost codes from a Procore project that has previously been synced with QuickBooks®.
Background
If your company has implemented the ERP Integrations tool and configured it for use with QuickBooks®, a user with 'Admin' level permission on the project's Admin tool can delete Project Cost Codes under two conditions: (1) The project cost code must not be in use on any items in the project, and (2) the project cost code must first be removed from QuickBooks®, even if the project has previously been synced.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the project's Admin tool.
- Prerequisites:
- The cost code(s) must first be deleted from QuickBooks®, even if previously synced.
- Requirements:
- Project Cost Codes can only be deleted under the following circumstances:
- The cost code(s) must be unused in the Procore project.
- The cost code(s) must first be deleted from QuickBooks®, even if previously synced.
- Project Cost Codes can only be deleted under the following circumstances:
- Additional Information:
- If you want to delete a project cost code on a non-ERP integrated project, see Delete Project Cost Codes.
Steps
- Navigate to the project's Admin tool.
- Under Project Settings, click Cost Codes.
- In the Project Cost Codes list on the right-side of the page, highlight the cost code that you want to delete.
- Click Delete.