Sync Procore Projects with QuickBooks Jobs
Objective
To create and sync Procore projects with QuickBooks® jobs.
Background
The integration between the project data in Procore and QuickBooks® is bidirectional. This means that that your project's data can be synced between the two systems in these ways (1) From Procore to QuickBooks®, or (2) From QuickBooks® to Procore. To learn the specific steps for creating and syncing data between the two systems, see the Steps below.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the ERP Integrations tool.
AND - 'Admin' level permission to the company's Directory tool.
- 'Admin' level permission on the ERP Integrations tool.
Workflow
This tutorial is part of a bigger process outlined in this 'Create and Sync a Project' workflow 
Steps
- Determine where you want to create your project: In Procore or QuickBooks®.
- If you have created a new project in Procore:
- First, complete the steps in Add a New Procore Project.
- If you have not configure the cost codes for your project, see Configure the Cost Code Preferences for QuickBooks®. Then Add a Procore Project to QuickBooks®.
Important! Projects that do not use the QuickBooks® Standard Cost Code list cannot be Integrated - Next, send the project to an accounting approver. See Send a Procore Project to ERP Integrations for Accounting Acceptance.
- Finally, an accounting approver must Accept or Reject the Project for Export to QuickBooks®.
When approved, the project is exported from Procore into QuickBooks® as a job.
- If you have created a new job in QuickBooks®:
- First, create a new job in QuickBooks®. See your QuickBooks® Help system for instructions.
- Next, follow the steps in Add a QuickBooks® Job to Procore.
The system imports the QuickBooks® job as a new Procore project.