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 Demo, Workflow, and 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.

Demo

Workflow

Follow the steps below to set up a new project. There are two (2) ways to integrate a QuickBooks Job with a Procore Project:

1. You can add a new project in Procore and export it to QuickBooks.
   OR
2. You can create a job in QuickBooks, add it as a project in Procore, and then sync the QuickBooks data with the Procore project.

Steps

1. Determine where you want to create your project: In Procore or QuickBooks. 
2. 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. 
3. 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. 

See Also

• Consolidate and Link QuickBooks Vendors to Procore Companies
• Link a QuickBooks Vendor to a Procore Company
• Unlink a Synced QuickBooks Vendor
• Archive a QuickBooks Vendor in Procore
• Restore an Archived QuickBooks Vendor for ERP Integrations