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Procore

QuickBooks Desktop - Workflow Diagrams

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:

  1. You can add a new project in Procore and export it to QuickBooks.
    OR
  2. You can create a job in QuickBooks, add it as a project in Procore, and then sync the QuickBooks data with the Procore project.

diagram_erp-quickbooks_create-and-sync-a-project.png

Create and Sync Vendors

diagram_erp-generic_create-and-sync-vendors.png

Set Up and Export a Budget

Follow the steps outlined below to set up a budget in Procore and then export it to QuickBooks.

diagram_erp-generic_budget-setup.png

Update and Export a Budget

Follow the steps outlined below to update a budget in Procore and then export it to QuickBooks.

diagram_erp-generic_budget-updates.png

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to QuickBooks.

diagram_erp-generic_create-and-export-commitments.png

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. 

diagram_erp-quickbooks_subcontractor-invoices-and-payments-feature-setup.png

Export Subcontractor Invoices

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

Create and Export CCOs

Follow the steps outlined below to create CCOs in Procore and then export them to QuickBooks.

diagram_erp-generic_create-and-export-commitment-change-orders.png

Create Standard Cost Codes in Procore and Sync to QuickBooks

diagram_erp-quickbooks_create-and-sync-cost-codes.png