Add a QuickBooks® Job to Procore
Objective
To create a new project in Procore from an existing job in QuickBooks® Desktop.
Background
A "job" in QuickBooks® Desktop is equivalent to a "project" in Procore. If you first created a construction job for a customer in QuickBooks® Desktop, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information for the QuickBooks® Desktop. Synchronized data will include the following:
- Customer
- Project Name
- Project Address (Address, City, State, Country, and ZIP)
- Phone
Things to Consider
- Required User Permissions:
- 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
- 'Admin' level permissions on the company's Directory tool.
OR - The user must be granted the 'Create a New Project' privilege. See Allow Users to Create New Projects.
- 'Admin' level permissions on the company's Directory tool.
- 'Standard' level permission or higher on the ERP Integrations tool plus ONE of the following:
- Limitations:
Steps
- Navigate to the ERP Integrations tool.
This reveals the Integration page. - Click the Jobs tab.
- Under Filter Jobs By, click Ready to Import.
This reveals a list of all the QuickBooks® Desktop jobs that have not yet been imported to Procore. The Ready to Import list summarizes jobs by Customer, Project Name, and Status. - Locate the QuickBooks® Desktop job that needs to be imported to Procore.
(Note: If you have a long list of projects, use the advanced search and filter options). - If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template.
- Click Add to Procore.
This syncs the data from the QuickBooks® Desktop job with the Procore project. - After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project.
Note: The name of the QuickBooks® Desktop job is used as the Procore project name.