QuickBooks: Setup Guide

Overview

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

Demo

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:
   • See Request to Enable ERP Integration for QuickBooks. 
   • Ensure your QuickBooks edition is supported. See QuickBooks Compatibility. 
   • Archive any inactive vendors in QuickBooks. See the QuickBooks Help System. 
2. Your Procore point of contact will work with your company's Procore Administrator (and/or your company's QuickBooks Administrator) to complete these tasks:
   • Install and configure the QuickBooks Web Connector.
   • Create a Procore user account for the QuickBooks microservice. 
   • Enable and configure the ERP Integrations tool for your company's Procore account.

Integration Phase

To complete the integration, complete these steps: ​​

1. Configure Cost Code Preferences for QuickBooks
2. Consolidate and Link Vendors/Companies
   • Consolidate Duplicate Company Records in the Company Directory
   • Link a QuickBooks Vendor to a Procore Company
   • Add a QuickBooks Vendor to the Company Directory
   • Archive a QuickBooks Vendor in Procore
   • Add a Procore Company into QuickBooks
3. Create a New QuickBooks-Integrated Project:
   • Add a QuickBooks Job to Procore
     OR
   • Add a Procore Project to QuickBooks

Management Phase

See the QuickBooks: User Guide for a full list of tutorials and FAQs.