When you add a new Procore project to QuickBooks, you must send the data to the ERP Integrations tool for accounting acceptance. After acceptance, the project data is exported to QuickBooks.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the project's Admin tool.
- Navigate to the project's Admin tool.
This reveals the Admin page.
- Under Project Settings, click General.
- Click Send to ERP.
Note: If you have previously synced the project, the button's label will read Re-send to ERP.
This sends to project to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.