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Procore

Delete Project Cost Codes from a Procore + QuickBooks® Project

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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:

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