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Export New QuickBooks Standard Cost Codes in Procore to QuickBooks

Objective

To add new QuickBooks Standard Cost Codes in Procore and then export them to QuickBooks. 

Background

If you've configured the Company level ERP Integrations tool for use with QuickBooks, you must add any new cost codes to your 'QuickBooks Cost Codes' list in the company's Admin tool. Once the new codes have been added, you must then send the codes to the company's ERP Integrations tool for review by an accounting approver. After the new codes are sent to the ERP Integrations tool, an accounting approver must then accept or reject the codes for export to QuickBooks. After a successful export from Procore, your newly added cost codes will appear as 'Service Items' in the Items list in QuickBooks.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:

Demo

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