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Procore

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 DemoWorkflow, 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.


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step


Create a New Project
Create a New Project


START
START
Does the job/project already exist in Procore and QuickBooks?
Does the job/project alre...
Where do you want to create the new job/project?
Where do you want to create...
Existing jobs/projects cannot be integrated
Existing jobs/projects...


Create a Job in QuickBooks
Create a Job in QuickB...
PROCORE
PROCORE
QUICKBOOKS
QUICKBOOKS
Did you configure the project to use QuickBooks Standard Cost Codes?
Did you configure the proje...
Integrated Projects Require QuickBooks Standard Cost Codes
Integrated Projects Require QuickBo...


END
END


Add a QuickBooks Job to Procore
Add a QuickBooks Job t...


END
END


Add a Procore Project to QuickBooks
Add a Procore Project...


Send a Procore Project to ERP Integrations for Accounting Acceptance
Send a Procore Project to...


Accept or Reject a Project for Export to QuickBooks
Accept or Reject a Pro...
PROJECT SYNCED TO QUICKBOOKS
PROJECT SYNCED TO...


Update General Project Information
Update General Project...
Do you want to enable job cost transaction syncing?
Do you want to enable job cost...


Enable Job Cost Transaction Syncing on a Procore Project
Enable Job Cost Transa...


END
END
JOB SYNCED TO PROCORE
JOB SYNCED TO...

Steps

  1. Determine where you want to create your project: In Procore or QuickBooks
  2. If you have created a new project in Procore:
  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