QuickBooks® Online: Setup Guide

Overview

To set up and configure the ERP Integration tool, which integrates your QuickBooks® Online system with the construction projects in your company's Procore account. 

Preparation Phase​

To prepare for the integration, complete these steps: 

  1. Send a request to your Procore point of contact to discuss your company's specific requirements and goals:
    • Ensure your QuickBooks® Online edition is supported. See QuickBooks® Online Supported Editions
    • Archive any inactive vendors in QuickBooks® Online. See the QuickBooks® Online Help System. 
  2. Your Procore point of contact will work with your company's Procore Administrator (and/or your company's QuickBooks® Online Administrator) to complete these tasks:
    • Install and configure the QuickBooks® Online integration.
    • Create a Procore user account for the QuickBooks® Online integration. 
    • Enable and configure the ERP Integrations tool for your company's Procore account.

Management Phase

See the QuickBooks® Online home page for a full list of tutorials and FAQs.