QuickBooks® Online: Connects Procore to QuickBooks® Online
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Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.
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Top FAQ (view all)
- What are 'cost types' and how does our ERP integration support them?
- What is the accounting approver role?
- What do the ERP icons mean?
- What happens if I have duplicate company records in Procore's Company Directory?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
Quick Links
- View this integration on Procore's App Marketplace
Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.
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- Accept or Reject Owner Invoices for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Accept or Reject a Company for Export to ERP
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Archive an ERP Company in Procore
- Assign Default Cost Types To ERP Standard Cost Codes
- Configure Cost Code Preferences for ERP
- Consolidate Duplicate Companies in the Company Directory
- Consolidate and Link ERP Companies to Procore Companies
- Delete Cost Type Assignments from a Synced ERP Project Cost Code List
- Delete Project Cost Codes from an ERP Integrated Project
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable ERP Direct Exports
- Export Owner Invoices from Procore to ERP
- Export Subcontractor Invoices from Procore to ERP
- Export a Procore Company Record to ERP
- Grant Accounting Approver Privileges
- Link ERP Companies to Procore Companies
- Remove Duplicate Companies from the Company Directory
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected Owner Invoice to ERP for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Retrieve an Owner Invoice from ERP Before Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
- Send an Owner Invoice to ERP Integrations for Accounting Acceptance
- Sync Paid Invoice Notifications from ERP into Procore
- Unlink Owner Invoices Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- Unlink a Company Synced with ERP
- View an Accountant Report for ERP
- View the Archived Companies List for ERP
- What happens if I have duplicate company records in Procore's Company Directory?
- How do payments made in Procore Pay sync with an integrated ERP system?
- What is the accounting approver role?
- What are 'cost types' and how does our ERP integration support them?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- How can I tell if a Procore project is synced with an integrated ERP system?
- What do the ERP icons mean?
- Why is my Procore project missing from the ERP Integrations tool?
- Which integrated ERP systems support the 'cost type' concept?
- Who receives a notification when an item is rejected from ERP?
The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with QuickBooks® Online.
Create and Sync a Project
Create and Sync Vendors
Export Subcontractor Invoices
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.
Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration.
Action | None | Read Only | Standard | Admin | Notes |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Below are the notable changes to the Procore + QuickBooks® Online integration.
Recent Changes
New! Sync Owner Invoices with the QuickBooks® Online CONNECTOR (01/04/2023)
You can now export owner invoices from Procore directly to your integrated QuickBooks® Online system using Procore's QuickBooks® Online Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.
To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for QuickBooks® Online.
NEW! PROJECT FINANCIALS + QuickBooks® Online CONNECTOR (02/17/2023)
With Procore + QuickBooks® Online, you can align project management and accounting using Procore’s seamless integration with QuickBooks® Online. Synchronize cost data for all of your projects in one location, standardize your accounting processes, and take your business to the next level.
To learn more about the integration, see About the QuickBooks® Online Connector or visit the QuickBooks® Online page on Procore's App Marketplace.