QuickBooks® Desktop: Connects Procore to QuickBooks® Desktop
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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.
Popular Tutorials (view all)
Top FAQ (view all)
Quick Links
- QuickBooks® Desktop course on the Procore Learning Portal
- View this integration on Procore's App Marketplace
Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
Tutorials
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- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Company for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject Cost Codes for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Archive an ERP Company in Procore
- Archive and Unarchive Cost Codes Synced With an ERP Integration
- Configure Advanced Settings: ERP Integrations
- Configure Cost Code Preferences for ERP
- Configure the Sync Schedule for your ERP Integration
- Configure the Vendor Type Import Settings for QuickBooks® Desktop
- Consolidate and Link ERP Companies to Procore Companies
- Consolidate Duplicate Companies in the Company Directory
- Create Standard Cost Codes in Procore and Sync to your ERP System
- Delete a CCO Synced with ERP
- Delete a Commitment Synced with ERP
- Delete Project Cost Codes from an ERP Integrated Project
- Edit a Commitment Synced with ERP
- Enable or Disable ERP Direct Exports
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment to ERP
- Export a Procore Budget to ERP
- Export a Procore Company Record to ERP
- Export Subcontractor Invoices from Procore to ERP
- Grant Accounting Approver Privileges
- Link ERP Companies to Procore Companies
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project 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 Budget from ERP Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
- Sync Paid Invoice Notifications from ERP into Procore
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- View an Accountant Report for ERP
- View an ERP Job Costs Report
- View the Archived Companies List for ERP
FAQ
- What happens if I have duplicate company records in Procore's Company Directory?
- Which budget views should I add to my Procore projects?
- Can I customize the numbering system for financial objects in Procore?
- What is the maximum character length for a commitment's 'Number (#)'?
- How do payments made in Procore Pay sync with an integrated ERP system?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- What is the accounting approver role?
- Can I export Procore budget modifications to an integrated ERP system?
- How do I set up the subcontractor invoices and payments feature for Procore + QuickBooks?
- What are 'cost types' and how does our ERP integration support them?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- 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?
- Are pending commitments automatically synced with integrated ERP systems?
- How do I resolve the "This export cannot be completed because the number of line items in QuickBooks does not match up with the number in Procore" error when exporting to ERP?
- What is the maximum character length for a commitment's 'Title'?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why is my Procore project missing from the ERP Integrations tool?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- Which integrated ERP systems support the 'cost type' concept?
- How Do I Resolve the "There was an error adding, modifying or deleting XXXXXX-XXXXXXXXXXX because it is already in use." Error when Exporting to ERP
- Who receives a notification when an item is rejected from ERP?
- Why can't I create or activate Procore projects?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
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:
- You can add a new project in Procore and export it to QuickBooks.
OR - 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.
Set Up the Export Subcontractor Invoices Feature
Follow the steps below to setup the subcontractor invoices any payments feature for Procore + QuickBooks® Desktop. If you are using the US or Canada edition of QuickBooks® Desktop, this lets you export subcontractor invoices from Procore to QuickBooks® Desktop.
Limited Release
The ability to sync QuickBooks® Desktop Bill Payments with Payments Issued in the Commitments tool is currently supported with Procore + QuickBooks® Desktop U.S. Edition. It is NOT currently supported with the Procore + QuickBooks® Desktop Canada Edition.
Export Subcontractor Invoices
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
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.
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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Release Notes
Below are the notable changes to the Procore + QuickBooks® Desktop integration.
Recent Changes
No recent notable changes.