Skip to main content
Procore

Quickbooks® Desktop Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
COST CODES 1 erp-orange-arrows.png   ITEMS
PROJECTS erp-orange-arrows.png erp-green-arrows.png JOBS
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS 2
BUDGET/BUDGET MODIFICATIONS erp-orange-arrows.png   ESTIMATES
COMMITMENTS erp-orange-arrows.png   PURCHASE ORDERS
COMMITMENT CHANGE ORDERS erp-orange-arrows.png   NEW PURCHASE ORDER LINE ITEM(S)
COSTS   erp-green-arrows.png COSTS
SUBCONTRACTOR INVOICES 3
 
erp-orange-arrows.png   BILLS
COMMITMENT PAYMENTS ISSUED 3,4
 
erp-orange-arrows.png erp-green-arrows.png BILL PAYMENTS
 

1  Custom WBS segments are not supported by the integration at this time.

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

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

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

Cost Codes

When a Cost Code is exported from Procore to QuickBooks® Desktop and the QuickBooks® Desktop Web Connector runs, Items records are automatically created in QuickBooks® Desktop. In Procore, the Cost Codes can be found in the Work Breakdown Structure section in the Admin Tool under QuickBooks® Desktop Standard Cost Codes. Custom WBS segments are not supported by the integration at this time.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
Code erp-orange-arrows.png   Item Name/Number
Description erp-orange-arrows.png   Description on Purchase Transactions
Description on Sales Transactions

Export Note: At the time of export, an expense account and an income account are assigned and used to populate the corresponding fields in the QuickBooks® Desktop Item record. The Procore cost code records do not include these fields.

Projects/Jobs

When a Project is exported from Procore to QuickBooks® Desktop and the QuickBooks® Desktop Web Connector runs, Job records are automatically created in QuickBooks.
Job information in QuickBooks® Desktop can be found in the Customer Center under Customers & Jobs. Procore job info is found in the project Admin tab. If customers are set up as jobs, then the Procore project ties to the Customer record in QuickBooks® Desktop. If jobs are set up as sub records under customer records, the Procore project ties to the Job record in QuickBooks® Desktop.


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

Job Name/Customer Name

Address
City
State
Zip
erp-orange-arrows.png erp-green-arrows.png Ship To1

1Import Note: If Ship To is not populated, the Invoice/Bill To address will be used to populate the Address fields in Procore.

Vendors

When a Company is exported from Procore to QuickBooks® Desktop and the QuickBooks® Desktop Web Connector runs, a new Vendor record is automatically created in QuickBooks® Desktop. In QuickBooks® Desktop, the Vendor setup can be found under Vendors. Procore Companies can be found in the Directory.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
Name erp-orange-arrows.png erp-green-arrows.png Vendor Name
Address
City
State
ZIP
erp-orange-arrows.png erp-green-arrows.png Billed From
Business Phone erp-orange-arrows.png erp-green-arrows.png Main Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax

Budgets/Budget Modifications

Budgets and Budget modifications export from Procore only. When a Budget is exported from Procore, an Estimate is created automatically in QuickBooks® Desktop. In QuickBooks® Desktop, Estimates are accessed from Transactions in the Customer Center within Customer or Customer:Job. In Procore, budgets are accessed from project-level Budget tool.  

When Budget Modifications are exported from Procore, new line items are created and added to the Estimate in QuickBooks® Desktop, below pre-existing line items. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect. In QuickBooks® Desktop, the change(s) will appear as a negative amount to the “From” Cost Code entered in Procore and a positive amount to the “To” Cost Code in Procore in the Create Budget Modification window.

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see About Budget Changes.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
Project Name erp-orange-arrows.png   Customer:Job
Cost Code erp-orange-arrows.png   Item
Cost Code Description erp-orange-arrows.png   Description
Original Budget Amount erp-orange-arrows.png   Rate
Original Budget Amount erp-orange-arrows.png   Amount

Commitments

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Purchase Order is automatically created in QuickBooks® Desktop.  In QuickBooks® Desktop, Purchase Orders are accessed from the Transactions Tab in the Vendor Center. In Procore, Commitments are accessed from the project-level Commitments tool.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
System Date at Time of Commitment Creation erp-orange-arrows.png   Date
Commitment #1 erp-orange-arrows.png   P.O. NO. 
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description column (first row of detail grid)
Cost Code (Schedule of Values tab) erp-orange-arrows.png   Item
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Qty (Schedule of Values tab), if applicable erp-orange-arrows.png   Qty
Unit Cost (Schedule of Values tab), if applicable erp-orange-arrows.png   Rate
Project Name erp-orange-arrows.png   Customer:Job
Contract Amount
(Subcontract Only, Schedule of Values tab)
erp-orange-arrows.png   Amount
Subtotal
(Purchase Order Only, Schedule of Values tab)
erp-orange-arrows.png   Amount
Description (General Tab) erp-orange-arrows.png   Vendor Message

1Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields.

Commitment Change Orders

Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in QuickBooks® Desktop, below pre-existing line items. In QuickBooks® Desktop, Purchase Orders are accessed from the Transactions Tab in the Vendor Center. In Procore, Commitment Change Orders are accessed from the project level Commitments tool under Commitment Record. In QuickBooks® Desktop, the change(s) will appear as additional line items on the Purchase Order originally created when the Commitment was exported from Procore to QuickBooks.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
System Date at Time of Commitment Creation erp-orange-arrows.png   Date
Commitment #1 erp-orange-arrows.png   P.O. NO. 
Contract Company erp-orange-arrows.png   Vendor
Title (General tab) erp-orange-arrows.png   Description column (first row of detail grid)
Cost Code (Schedule of Values tab) erp-orange-arrows.png   Item
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Qty (Schedule of Values tab), if applicable erp-orange-arrows.png   Qty
Unit Cost (Schedule of Values tab), if applicable erp-orange-arrows.png   Rate
Project Name erp-orange-arrows.png   Customer:Job
Contract Amount
(Subcontract Only, Schedule of Values tab)
erp-orange-arrows.png   Amount
Subtotal
(Purchase Order Only, Schedule of Values tab)
erp-orange-arrows.png   Amount
Description (General Tab) erp-orange-arrows.png   Vendor Message

Job Costs

Job costs import from QuickBooks® Desktop only. Cost information is retrieved from QuickBooks® Desktop reports for each synced Cost Code for use in 2 locations in Procore, the QuickBooks® Desktop Job Costs report and the Budget tool.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop

Original Budget
(QuickBooks Job Costs)

  erp-green-arrows.png Original Budget amount at time of first export to QuickBooks® Desktop
Revised Budget
(QuickBooks Job Costs)
  erp-green-arrows.png Est. Cost
(From Job Estimates vs Actuals Detail Report)
 
Job to Date Cost
(QuickBooks Job Costs)
  erp-green-arrows.png Act. Cost
(From Job Estimates vs Actuals Detail Report)
Commitment Invoiced
(QuickBooks Job Costs)
  erp-green-arrows.png Amount
(From Custom Transaction Detail Report)
Job to Date Cost
(Budget)
  erp-green-arrows.png Act. Cost
(From Job Estimates vs Actuals Detail Report)
Direct Costs 1
(Budget)
     

1Direct costs is calculated from Job To Date Cost minus Commitment Invoiced.

Subcontractor Invoices

When a subcontractor invoice is exported from Procore to QuickBooks® Desktop, a Vendor Bill is automatically created in QuickBooks® Desktop. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In QuickBooks® Desktop, Vendor Bills are accessed from the Transactions Tab in the Vendor Center.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop
Billing Date erp-orange-arrows.png   Date
Payment Date erp-orange-arrows.png   Bill Due
Contractor Company erp-orange-arrows.png   Vendor
Invoice # erp-orange-arrows.png   REF. NO.
Current Payment Due erp-orange-arrows.png   Amount Due
Cost Code (Detail Tab) erp-orange-arrows.png   Item
QTY (Detail Tab), if applicable erp-orange-arrows.png   QTY
Unit Price (Detail Tab), if applicable erp-orange-arrows.png   Cost
Value or This Period (Detail Tab) erp-orange-arrows.png   Amount
Project Name erp-orange-arrows.png   Customer:Job
Commitment # erp-orange-arrows.png   PO. NO.
Total Retainage This Period, if applicable 1 erp-orange-arrows.png   Amount (on separate line item for retainage)

If used in Procore, retainage is coded to an Item record in QuickBooks® Desktop that is determined in the integration settings. Retainage is not coded to a synced cost code Item.

Commitment Payments Issued

Commitment Payments Issued imported from QuickBooks® Desktop only. When a subcontractor invoice is exported from Procore to QuickBooks® Desktop, a Vendor Bill is automatically created in QuickBooks® Desktop. When the Vendor Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from  Payments Issued in the project Commitments tool. In QuickBooks® Desktop, Vendor Bills are accessed from the Transactions Tab in the Vendor Center under Bill Pmt - Check.


PROCORE
Exports data from Procore to QuickBooks® Desktop  Imports data from QuickBooks® Desktop to Procore
QuickBooks® Desktop

Invoices

  erp-green-arrows.png n/a
Payment Method   erp-green-arrows.png Bill Pmt Window Identifies Method
Date   erp-green-arrows.png DATE DUE
Payment #   erp-green-arrows.png n/a
Invoice #   erp-green-arrows.png REF. NO.
Check / Ref #   erp-green-arrows.png NO.
Notes   erp-green-arrows.png MEMO
Amount   erp-green-arrows.png AMT. PAID