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Procore

QuickBooks® Online: Connects Procore to QuickBooks® Online

Overview

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.

Requirements

  • Company Administrator permissions to the Procore web application
  • A compatible edition of QuickBooks® Online (see QuickBooks® Online Compatibility section below)
  • Procore Financial Management Tools (including the Invoicing Tool if you want to sync invoice data)
  • QuickBooks® Online Projects (Sub-Customers need to be converted to Projects in order to be used with the integration)

QuickBooks® Online Requirements

The QuickBooks® Online Connector supports these editions of QuickBooks® Online:

Country QuickBooks® Online Editions Simple Start Essentials Plus Advanced

All Regions 

(APAC, CAN, EMEA, LATAM, and the US)

QuickBooks® Online red-x-icon.png red-x-icon.png icon_checkmark_h17.png icon_checkmark_h17.png

Note: For all regions, sales tax for non-US locations will need to be configured differently.

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.

Tutorials

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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® Online.

Create and Sync a Project

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diagram_erp-quickbooks-online_job-setup.png

Create and Sync Vendors

diagram_erp-generic_create-and-sync-vendors.png

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diagram_erp-generic_create-and-sync-vendors_es-la.png

diagram_erp-generic_create-and-sync-vendors_fr-ca.png

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diagram_erp-generic_create-and-sync-vendors_ja-jp.png

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diagram_erp-generic_create-and-sync-vendors_zh-sg.png

diagram_erp-generic_create-and-sync-vendors.png

Export Subcontractor Invoices

diagram_erp-generic_create-and-export-subcontractor-invoices.png

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diagram_erp-generic_create-and-export-subcontractor-invoices_fr-ca.png

diagram_erp-generic_create-and-export-subcontractor-invoices_fr-fr.png

diagram_erp-generic_create-and-export-subcontractor-invoices_ja-jp.png

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Permissions

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.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Accept or Reject Cost Codes for Export to ERP

 Web

     

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Accept or Reject Owner Invoices for Export to ERP

 Web

     

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Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

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Accept or Reject a Budget for Export to ERP

 Web

     

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Accept or Reject a CCO for Export to ERP

 Web

     

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Accept or Reject a Commitment for Export to ERP

 Web

     

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Accept or Reject a Company for Export to ERP

 Web

     

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Accept or Reject a PCCO for Export to ERP

 Web

     

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Accept or Reject a Project for Export to ERP

 Web

     

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Accept or Reject a Sub Job for Export to ERP

 Web

     

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Add a Procore Project to your ERP System

 Web

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Add an ERP Company to the Procore Company Directory

 Web

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Add an ERP Job to Procore

 Web

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Archive an ERP Company in Procore

 Web

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Assign Default Cost Types To ERP Standard Cost Codes

 Web

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Configure Advanced Settings: ERP Integrations

 Web

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Configure the Sync Schedule for your ERP Integration

 Web

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Enable or Disable ERP Direct Exports

 Web

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Import a Budget from ERP

 Web

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Import a Prime Contract from an Integrated ERP System into Procore

 Web

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Import an ERP Sub Job to a Procore Project

 Web

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Link ERP Companies to Procore Companies

 Web

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Refresh the Companies List for ERP

 Web

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Refresh the Cost Codes on an ERP Integrated Project

 Web

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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

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Sync Paid Invoice Notifications from ERP into Procore

 Web

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Unlink CCOs Synced with ERP

 Web

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Unlink Commitments Synced with ERP

 Web

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Unlink Owner Invoices Synced with ERP

 Web

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Unlink PCCOs Synced with ERP

 Web

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Unlink Subcontractor Invoices Synced with ERP

 Web

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Unlink a Company Synced with ERP

 Web

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View a List of Synced Sub Jobs

 Web

   

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  • Requires additional tool permissions 

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  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

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View an ERP Job Costs Report

 Web

     

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  • Requires additional tool permissions to view at the project level

'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:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

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Release Notes

Below are the notable changes to the Procore + QuickBooks® Online integration.

Recent Changes

PDF Attachment Support When Exporting Owner Invoices to QuickBooks® Online (09/24/2024)

You can now sync the PDF attachment summary sheet to owner invoices when exporting to QuickBooks® Online. This feature enables you to provide detailed, clear information to your owners for better communication and transparency. Previously, only two line items from the summary of values could be synced when exporting owner invoices. This feature will be applied to all newly exported owner invoices going forward. See Export Owner Invoices from Procore to ERP.

the QuickBooks® Online CONNECTOR is now available in all regions (09/02/2024)

QuickBooks® Online is now supported in all regions. To learn more, see About the QuickBooks® Online Connector.

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. 

Things to Know

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

QuickBooks® Online, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the QuickBooks® Online Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

Considerations

  • The QuickBooks® Online integration will be associated with a QuickBooks® Online Admin user. We will provide an email address to associate a new QuickBooks® Online Admin user with during implementation. 
    • If a QuickBooks® Online user seat is not available to create a new Admin user, an existing Admin user can be associated with the integration.

Limitations

  • Only QuickBooks® Online Plus or Advanced subscriptions are supported. (Simple Start and Essentials are NOT supported, as they do not support the Projects feature in QuickBooks® Online.)
  • The integration is limited to (1) QuickBooks® Online Company per (1) Procore site.  (A separate QuickBooks® Online company for each project is NOT supported.)
  • Data from these Procore tools and items do NOT sync with QuickBooks® Online:
    • Prime Contracts/Prime Contract Change Orders (PCCOs)
    • Prime Contract Invoices and Payments
    • Budgets
    • Commitments (Subcontracts and Purchase Orders)/Commitment Change Orders (CCOs)
    • Timecards/Timesheets

Additional Information

  • IMPORTABLE DATA: The automatic background sync schedule is once daily job syncs (job costs) for integrated projects. 
    • On demand syncs may be initiated within Procore for importable Jobs, Vendors, Job Costs, and Subcontractor Invoice Payments.
  • EXPORTABLE DATA: The automatic background sync schedule for budgeted Project WBS codes takes place once every five (5) minutes.
    • All other exportable records (vendors and subcontractor invoices) must be approved/accepted by an Accounting Approver, who are the only users that may initiate the export from Procore to QuickBooks® Online. 

work breakdown structure (wbs)

Considerations

  • Project WBS Codes (Cost Codes + Cost Type) in Procore equate to Service type Items in your QuickBooks® Online Products and Services List.
  • There will be (1) Company Level cost code list for use with all QuickBooks® Online-integrated projects in Procore. As WBS Codes (Cost Codes + Cost Type) are added as budget line items on an integrated Project in Procore, the integration will automatically create corresponding project-specific Service Items in the QuickBooks® Online Products and Services List.
    • The format of those Service Items will be [project number in Procore]-[cost code].[cost type]
  • Custom WBS segments ARE supported. If custom WBS segments are used on an integrated project, they will be built into the QuickBooks® Online Service Item name in the same order that they are arranged in Procore.
  • 'Item (Service)' refers to a 'Project WBS Code' in Procore.

Limitations

  • Single tier cost codes are NOT supported. The QuickBooks® Online ERP Integration Standard Cost Codes in your Procore site must be in a 2 (or more) tier format.
  • Sub Jobs are NOT supported.
  • Syncing Procore Project WBS Codes with QuickBooks Items of any other type (inventory, non-inventory, etc.) or directly with G/L Accounts from your QuickBooks® Online Chart of Accounts is NOT supported.

projects

Considerations

  • Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee. 

Limitations

  • New Projects must be created in QuickBooks® Online, then can be imported to Procore via the integration.  The import process will create the corresponding Project in Procore.
    • Currently, Projects created directly in Procore can NOT be exported to QuickBooks® Online. We intend to build that capability as soon as the Intuit developer API allows it.
  • QuickBooks® Online Customers or Sub-Customers can not be imported to Procore.
  • The integration can not link an existing Procore Project to an existing QuickBooks® Online Project. The QuickBooks® Online integration can only sync data on new projects. Any historical projects created before your company's ERP implementation cannot sync data.
    • If you are interested in integrating existing in-progress projects, the ERP Professional Services Team can work with you to define the scope and provide a Statement Of Work (SOW). Please note that ERP Professional Services are not included with the QuickBooks® Online integration implementation process. The cost of ERP Professional Services varies depending on the scope of the project, which will be provided to you for review with the Statement Of Work (SOW). 

Additional Information

  • When a QuickBooks® Online Project is imported into Procore, the QuickBooks® Online Project Name will populate both the Project Name field and the Project Number field in Procore. 
    • This is done to ensure that there is a value in the Project Number field to be built into the name of the project-specific Service Items the integration will create in the QuickBooks® Online Products and Services List.
    • You are welcome to modify the Project Name and/or the Project Number fields in Procore after the QuickBooks® Online Project has been imported into Procore.
      • We recommend that any adjustments to the Project Number field in Procore are completed before any Budget line items are created in Procore. This order of operations will ensure that the project-specific Service Items are created with the desired naming convention for easy identification within QuickBooks® Online.

companies

Considerations

  • 'Vendor' refers to 'Company' in Procore.
  • Companies in the Procore Directory can be synced with Vendors in QuickBooks® Online in (3) different ways: 
    • QuickBooks® Online Vendors can be imported to Procore to create a new Company in the Procore Directory.
    • QuickBooks® Online Vendors can be linked to an existing Company in the Procore Directory during import.
    • Companies in the Procore Directory can be exported to QuickBooks® Online to create a new Vendor in QuickBooks® Online.

Additional Information

  • The Company in the Procore Directory must be synced with a QuickBooks® Online Vendor before an Invoice associated with that Company in Procore may be exported to QuickBooks® Online.

Limitations

  • Changes made to a Vendor in QuickBooks® Online will not currently update the synced Company in Procore. Changes made to a Company in Procore will not update the synced Vendor in QuickBooks® Online.
  • Companies in the Procore Directory can not be exported to QuickBooks® Online as Customers.

DIRECT COSTS

Considerations

  • Job cost transactions directly entered in QuickBooks® Online must be coded to project-specific Service Items that were created by the integration for the integration to retrieve them.  

Additional Information

  • Job costs that are entered directly in QuickBooks® Online are classified as Direct Costs in Procore, and will be displayed as detailed transactions in the Direct Costs tool in Procore.
  • These synced Direct Costs will be imported with an Approved status, and will not be editable in Procore.
    • If adjustments need to be made to the synced Direct Cost, the modifications should be made directly to the QuickBooks® Online transaction. Then, the synced Direct Cost will be updated to reflect the changes made in QuickBooks® Online when the Job Costs for the project are refreshed by the integration.

Limitations

  • Transactions that are coded to unsynced QuickBooks® Online Items or directly to G/L Accounts (e.g. journal entries) can NOT be retrieved by the integration for display as Direct Costs in Procore.
    • If the integration detects mis-coded QuickBooks® Online job costs on an integrated project, a yellow notification banner will be displayed in the project's budget tool in Procore.
  • QuickBooks® Online transactions that have already been synced as Direct Costs in Procore should not be deleted from QuickBooks® Online. The integration can not detect these deletions, so the associated synced Direct Cost would remain on the Project in Procore.  The Procore Support team can assist with removing synced Direct Costs associated with deleted QuickBooks® Online transactions.
    • If a transaction is voided  in QuickBooks® Online, the associated synced Direct Cost will be updated to $0.00 when the Job Costs for the project are refreshed by the integration.

subcontractor invoices

Considerations

  • 'Vendor Bill' refers to Subcontractor 'Invoice / Commitment Invoice' in Procore.
  • Subcontractor Invoices are invoices entered on Commitments (subcontracts and purchase orders) in Procore. These can be exported to QuickBooks® Online to create Vendor Bills.

Additional Information

  • The Commitment Company must be synced with QuickBooks® Online before the Invoice can be exported to  QuickBooks® Online.
  • If you need to unlink an invoice that is already synced with QuickBooks® Online you must first delete the invoice in QuickBooks® Online.

Limitations

  • If the Multi-currency setting is enabled in QuickBooks® Online, only invoices associated with QuickBooks® Online Vendors that have the same currency setting as the QuickBooks® Online home currency may be exported.

COMMITMENT PAYMENTS ISSUED

Considerations

  • With U.S. versions of QuickBooks® Online, the payment information for synced Subcontractor Invoices can be imported to Procore. The payment information will be displayed on the Commitment → Payments Tab in Procore.

Limitations

  • Synced Subcontractor Invoices payments can NOT be retrieved from non-U.S. versions of QuickBooks® Online.

Owner invoices

Considerations

  • Owner Invoices are invoices entered on Prime Contracts in Procore. These can be exported to QuickBooks® Online to create Customer Invoices.
  • The Billing Date in Procore will populate the Invoice Date in QuickBooks Online.  If the Billing date is left blank in Procore, the Invoice Date in QuickBooks Online will be populated with the Procore Billing Period End Date.
  • During the Owner Invoice configuration process, your team will select a Service Item from your QuickBooks Online Products and Services list to be used for the Subtotal amount due, and another Service Item to be used for the Retainage held/released. You can choose to use the same Service Item for both of these summary values if you prefer.

Additional Information

  • The invoice must be in an 'Approved' status to export successfully.
  • The invoice lines in Procore are summarized on the QuickBooks Online invoice:
    • Subtotal amount due
    • Retainage held/released (if applicable)
  • If you need to unlink an invoice that is already synced with QuickBooks® Online you must first delete the invoice in QuickBooks® Online.

Limitations

  • The Invoice Number field has a 21 character limit in QuickBooks Online, so your invoice number must be 21 characters or less in Procore.
  • The 'Send to ERP' button is only available when opted in to the Modernized Owner Invoice Beta experience.
  • If the Multi-currency setting is enabled in QuickBooks® Online, only invoices associated with QuickBooks® Online Customers that have the same currency setting as the QuickBooks® Online home currency may be exported.

Budgets, Commitments (Subcontracts and Purchase Orders), Owner Invoice Payments, Prime Contracts, Prime Contract Change Orders (PCCOs), Timecards, Timesheets

Limitations

  • Data from these Procore tools and items do NOT sync with QuickBooks® Online

 

Data Mapping

Overview

The Procore + QuickBooks® Online connector is available in all regions.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online to Procore
QuickBooks® Online
 PROJECT WBS CODES1 erp-orange-arrows.png   ITEMS (SERVICES)
PROJECTS   erp-green-arrows.png PROJECTS
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS 2
DIRECT COSTS   erp-green-arrows.png BILLS / EXPENSES / VENDOR CREDITS / CREDIT CARD CREDITS
SUBCONTRACTOR INVOICES 3 erp-orange-arrows.png   BILLS
COMMITMENT PAYMENTS ISSUED 4
 
erp-orange-arrows.png erp-green-arrows.png BILL PAYMENTS
 
OWNER INVOICES  erp-orange-arrows.png   CUSTOMER INVOICES

Custom WBS Segments ARE supported with the QuickBooks® Online connector.

2  Procore does not export 'Customers' data to QuickBooks® Online.

3 Subcontractor invoices with negative values do not sync between systems.

4  Import of subcontractor payment records from QuickBooks® Online is only supported in US Editions. Export of payment records from Procore to QuickBooks® Online is only available to companies that license Procore Pay.

Project WBS Codes

The QuickBooks® Online integration will create a new Company level cost code list in Procore for use with the integration. In Procore, the Cost Codes can be found in the Work Breakdown Structure → Cost Codes section in the Company Admin Tool under QuickBooks® Online ERP Integration Standard Cost Codes

When WBS Codes are used on a QuickBooks® Online integrated project in Procore, the integration will create a corresponding Service Item in the QuickBooks® Online Products & Services list. The Service item/s created in QuickBooks® Online will be in the following format*[project number]-[cost code].[cost type]  


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
WBS Code erp-orange-arrows.png   Service Item Name
Cost Code/Cost Type Description erp-orange-arrows.png   Description on Purchase Transactions

*Note that if the project number field is blank in the Procore project Admin Tool, the value from QuickBooks Online ID field will be used instead

Projects

Project information in QuickBooks® Online can be found in the Projects menu section. 

 Note
QuickBooks® Online Customers and Sub-Customers cannot be imported to Procore.

PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Project Name   erp-green-arrows.png

Project Name

Project Number   erp-green-arrows.png

Project Name

Vendors

When a Company is exported from Procore to QuickBooks® Online, a new Vendor record is automatically created in QuickBooks® Online.

In QuickBooks® Online, the Vendor setup can be found under Vendors. Procore Companies can be found in the Directory.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Name erp-orange-arrows.png erp-green-arrows.png Vendor Company Name

Address
City
State
ZIP
Country

erp-orange-arrows.png erp-green-arrows.png Address
City
State
ZIP
Country
Business Phone erp-orange-arrows.png erp-green-arrows.png Phone Number
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png Email
Website erp-orange-arrows.png erp-green-arrows.png Website
Entity Type: EIN erp-orange-arrows.png   Business ID No.

Job Costs

Job costs import from QuickBooks® Online only. Cost information is retrieved from QuickBooks® Online for each synced WBS Code for use in 2 locations in Procore: the Direct Costs tool, and the Budget tool.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Direct Costs1   erp-green-arrows.png Bills, Expenses, and Vendor Credits

1QuickBooks® Online Vendor Bills that were created by the integration (synced Subcontractor Invoices) are excluded from the Direct Costs import.

Job Cost Transaction Details

Import from QuickBooks® Online only. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png Vendor Bill
Expense   erp-green-arrows.png Expense
Expense   erp-green-arrows.png Vendor Credit
Expense   erp-green-arrows.png Credit Card Credit
Direct Cost      
Item Date   erp-green-arrows.png Transaction Date
Status   erp-green-arrows.png Automatically set to Approved
Description (Header)   erp-green-arrows.png Description (Bill No. or Expense Ref no.)
Vendor   erp-green-arrows.png Vendor
Invoice #   erp-green-arrows.png Bill No. (Vendor Bills Only)
Amount   erp-green-arrows.png Amount
Budget Code (Line Item)   erp-green-arrows.png Project Specific Service Item
Description (Line Item)   erp-green-arrows.png Description (Item Details)
Qty., Unit Cost, Amount (Line Item)   erp-green-arrows.png Qty., Rate, Amount

Subcontractor Invoices

When a subcontractor invoice is exported from Procore to QuickBooks® Online, a Vendor Bill is automatically created in QuickBooks® Online. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool & Subcontractor Invoices in the project Invoicing tool.

In QuickBooks® Online, Vendor Bills are accessed from the Bills section in the Expenses menu.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Billing Date erp-orange-arrows.png   Bill Date
Contractor Company erp-orange-arrows.png   Vendor
Invoice # erp-orange-arrows.png   Bill No.
Payment Date erp-orange-arrows.png   Due Date
Current Payment Due erp-orange-arrows.png   Amount Due
Cost Code (Detail Tab) erp-orange-arrows.png   Service Item
QTY (Detail Tab), if applicable erp-orange-arrows.png   QTY
Unit Price (Detail Tab), if applicable erp-orange-arrows.png   Rate
Value or This Period (Detail Tab) erp-orange-arrows.png   Amount
Project Name erp-orange-arrows.png   Project Name
Total Retainage This Period, if applicable1 erp-orange-arrows.png   Amount (on separate line item for retainage)

1If used in Procore, retainage is coded to an Item record in QuickBooks® Online that is assigned in the integration settings during configuration. Retainage is not coded to a synced cost code Item.

Commitment Payments Issued

Commitment Payments Issued imported from QuickBooks® Online only. When a subcontractor invoice is exported from Procore to QuickBooks® Online, a Vendor Bill is automatically created in QuickBooks® Online. When the Vendor Bill is paid the payment information can be retrieved from QuickBooks® Online for display in Procore.

In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In QuickBooks® Online, Bill Payments are accessed from the Expenses menu.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Payment Method   erp-green-arrows.png Bill Payment Method
Date   erp-green-arrows.png Bill Payment Date
Payment #   erp-green-arrows.png Ref no.
Check / Ref #   erp-green-arrows.png Ref no.
Notes   erp-green-arrows.png Memo
Amount   erp-green-arrows.png Payment Amount

Owner Invoices

When an owner invoice is exported from Procore to QuickBooks® Online, a Customer Invoice is automatically created in QuickBooks® Online. In Procore, Owner Invoices are accessed from the Invoices tab in the project's Prime Contracts tool, or from the Owner Invoices tab in the project Invoicing tool.

In QuickBooks® Online, Customer Invoices are accessed from the Invoices section in the Sales menu.


PROCORE
Exports data from Procore to QuickBooks® Online  Imports data from QuickBooks® Online  to Procore
QuickBooks® Online
Project erp-orange-arrows.png   Customer: Project
Invoice No. erp-orange-arrows.png   Invoice No. 2
Billing Date 1 erp-orange-arrows.png   Invoice Date
Invoice Subtotal Amount erp-orange-arrows.png   Line 1 "Current Payment Due" on the QuickBooks® Online Service Item for Summary AR
Retainage  erp-orange-arrows.png   Line 2 "Current Retainage" on the QuickBooks® Online Service Item for AR Retainage

If blank, then Billing Period End Date is used.