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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.

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. 
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