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Procore

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Quickbooks.


Create and Sync a Project

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...

Create and Sync Vendors

 

Create a Vendor in QuickBooks
Create a Vendor in Qui...
PROCORE
PROCORE
QUICKBOOKS
QUICKBOOKS

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the vendor/company record?
Where did you create the vendo...

 

Does a matching company record exist in Procore?
Does a matching company record...

 

Where did you create the company record?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Add a QuickBooks Vendor to Procore's Company Directory
Add a QuickBooks Vendor...

 

Does a matching vendor record exist in QuickBooks?
Does a matching vendor record exi...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in QuickBooks to Matching Companies in Procore
Link Vendors in QuickBoo...

 

Export a Procore Company Record to QuickBooks
Export a Procore Compan...

Set Up and Export a Budget

Follow the steps outlined below to set up a budget in Procore and then export it to QuickBooks.

 

How do you want to create your project's budget in Procore?
How do you want to create your...

 

Import a Budget (CSV)
Import a Budget (CSV)

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO SAGE 300 CRE
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

Update and Export a Budget

Follow the steps outlined below to update a budget in Procore and then export it to QuickBooks.


Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to QuickBooks.


Set Up the Export Subcontractor Invoices Feature

Follow the steps below to setup the subcontractor invoices any payments feature for Procore + QuickBooks®. If you are using the US or Canada edition of QuickBooks®, this lets you export subcontractor invoices from Procore to QuickBooks®.

 Limited Release

The ability to sync QuickBooks® Bill Payments with Payments Issued in the Commitments tool is currently supported with Procore + QuickBooks® U.S. Edition. It is NOT currently supported with the Procore + QuickBooks® Canada Edition. 



How do I set up the subcontractor invoices and payments feature for Procore + QuickBooks
How do I set up the subcontractor invoi...


Create a Service Item Named 'Retainage'
Create a Service Item...



START
START
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step


Export Subcontractor Invoices from Procore to QuickBooks
Export Subcontractor Invo...


Enable the 'Inventory and Purchase Orders are Active' Setting
Enable the 'Inventory...
Setup the Subcontractor Invoices and Payments Feature for Procore + QuickBooks
Setup the Subcontractor Inv...
Is Procore integrated with the US Edition of QuickBooks?
Is Procore integrated w...
Sync QuickBooks Bill Payments with Payments Issued in Commitments
Sync QuickBooks Bill Paym...
Do you want to sync QuickBooks bill payments to Payments Issued in Commitments?
Do you want to sync Quic...


END
END
QUICKBOOKS
QUICKBOOKS
PROCORE
PROCORE
SUBCONTRACTOR INVOICES SYNCED
SUBCONTRACTOR INVO...
BILL PAYMENTS SYNCED
BILL PAYMENTS SY...

Create and Export CCOs

Follow the steps outlined below to create CCOs in Procore and then export them to QuickBooks.


Create Standard Cost Codes in Procore and Sync to QuickBooks


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