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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 ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM


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 Ve...


Does the matching company record already exist in Procore?
Does the matching company record...


Where did you create the Company in Procore?
Where did you create the C...


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...


Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...


Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...


Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

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 set up the project's budget in Procore?
How do you want to set up the pr...


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 ERP
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.



Add a Partial Budget Line Item
Add a Partial Budget L...


START
START


END
END


Create a Budget Modification
Create a Budget Modifi...


Delete a Budget
Line Item

Delete a Budget...


Send a Budget to
ERP Integrations for Accounting Acceptance

Send a Budget to...


Do you need to update the project's budget in Procore?
Do you need to update the proj...


Edit a Budget
Edit a Budget


Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance

Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP

Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

Create and Export Commitments

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



Which type of commitment
will you create?
Which type of commitment...


Create a Subcontract
Create a Subcontract


Create a
Purchase Order

Create a...


Send a
Commitment  to
ERP Integrations for Accounting Acceptance

Send a...


START
START


END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

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...

Export Subcontractor Invoices

 



START
START


Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step


Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver


Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...

 


Create and Export CCOs

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


Create a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to
ERP Integrations
for Acceptance

Send a CCO to...


START
START


END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance

Resend a...


Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool

Create Standard Cost Codes in Procore and Sync to QuickBooks