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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.


Create and Sync Vendors


Set Up and Export a Budget

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


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.


Create and Export Invoices

COMING SOON! This workflow has been published for the beta release of the Procore + QuickBooks Export Invoice feature. Please note that invoice exports are NOT currently supported in Procore's production environment. 

qb-create-and-export-invoices.png


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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