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.
• Additional Information:
  • If you want to delete a project cost code on a non-ERP integrated project, see Delete Project Cost Codes.

Steps

1. Navigate to the project's Admin tool. 
2. Under Project Settings, click Cost Codes.
3. In the Project Cost Codes list on the right-side of the page, highlight the cost code that you want to delete.
4. Click Delete.

See Also

• Create Standard Cost Codes in Procore and Sync to QuickBooks®
• Add QuickBooks® Standard Cost Codes to a Project