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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 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 by an accounting approver

Background

If you have added new cost codes to the 'QuickBooks Standard Cost Codes' list in the company's Admin tool, those codes will need to be synced with your integrated QuickBooks 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 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 Items list. 

Important! Anytime you add one (1) or more new cost code(s) to the 'QuickBooks Standard Cost Codes' list in Procore, it is recommend that you always export those new codes to your integrated QuickBooks 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 Administrative Settings, click Cost Codes.
  3. Ensure that you have added the desired cost codes
  4. In the right pane, click the Send to ERP button.



    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 by an accounting approver.
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Last modified
10:38, 1 Jun 2017

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