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Procore

Send Unsynced QuickBooks Standard Cost Codes to ERP Integrations for Accounting Acceptance

Objective

To send new (i.e., 'unsynced') cost codes that have been added to the 'QuickBooks® Desktop Standard Cost Codes' list in the company's Admin tool to the ERP Integrations tool, where it can then be accepted for export to QuickBooks® Desktop by an accounting approver

Background

If you have added new cost codes to the 'QuickBooks® Desktop Standard Cost Codes' list in the company's Admin tool, those codes will need to be synced with your integrated QuickBooks® Desktop system. To do this, you must first send the new codes to the company's ERP Integrations tool where it can then be accepted for export to QuickBooks® Desktop by an accounting approver. After acceptance, the data is exported to your integrated ERP system where they will appear as 'Service Items' in the QuickBooks® Desktop Items list. 

Important! Anytime you add one (1) or more new cost code(s) to the 'QuickBooks® Desktop Standard Cost Codes' list in Procore, it is recommend that you always export those new codes to your integrated QuickBooks® Desktop system before attempting to export data that are associated with those codes from other Procore tools (e.g., Budget, Commitments, Change Orders, and so on). 

Things to Consider

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Under Company Settings, click Work Breakdown Structure.
  3. Under Segments click Cost Code.
  4. Choose one of the following options:
    1. If your company only has a QuickBooks® Desktop Standard Cost Code list, it appears in this page. Continue with the next step. 
      OR
    2. If your company has multiple cost code lists, select the QuickBooks® Desktop Standard Cost Code list in the table. 
      Notes: The QuickBooks® Desktop Standard Cost Codes list shows all of the codes that are available for use on your company's QuickBooks® Desktop-integrated projects. 
  5. Click Send to ERP.
    Notes:
    • If the button is grayed-out and unavailable, hover the mouse cursor over the button to view a tooltip describing the reason the button is not available. Typically, this is because the page needs to be refreshed.
    • If you have previously sent information from the Admin tool to the ERP Integrations tool, the button on the label will read Re-send to ERP
      This sends the new (i.e., 'unsynced') cost code(s) to the ERP Integrations tool where it can then be accepted or rejected for export to QuickBooks® Desktop by an accounting approver.

See Also