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View a QuickBooks Job Costs Report

Objective

To view the 'Job Costs Report' when your Procore project is configured to work with an integrated ERP system.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level Reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Read-only' level permission and above on the project's Budgets tool
          OR
        • 'Admin' level permission on the project's Prime Contract tool.
  • Limitations:
    • You can only export the Job Costs Report as a PDF or CSV at the Project level.

Steps

At the Project Level

*Requires 'Read-only' and above user permissions on the Reports tab AND either 'Read-only' and above user permissions on the Budget tab or 'Admin' on the Prime Contract tab.

  1. Navigate to the project's Reports tool.
  2. Click the QuickBooks Job Costs link.
  3. Next to the Export Data As label, click PDF or CSV.
    This exports the Job Costs Report.

At the Company Level

*Requires 'Admin' user permissions on the ERP Integrations tab at the Company level.

  1. Navigate to the ERP Integrations tool.
  2. Click the Job Costs subtab.
  3. In the 'Filter By Job' area, select your project from the drop-down list (Note: You will only be able to view the Job Costs Report for a single project at a time). 

 

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Last modified
12:20, 3 Feb 2017

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