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Configure Cost Code Preferences for ERP

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Objective

How to configure the cost code preferences for your company's account when the ERP Integrations tool is integrated with your company's QuickBooks® Desktop system.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission to the company's Admin tool. 

Steps

  1. Navigate to the company's Admin tool. 
    This reveals the Company Settings page.
  2. Under Company Settings, click Work Breakdown Structure.
    This reveals the Standard Costs Code segments page. 
  3. Under Segments, click Cost Code
  4. In the Standard Cost Code segments page, click the desired option:
    • QuickBooks® Desktop Standard Cost Codes
      • Click the Settings Gear icon-settings-gear-android.png
        If you will be integrating at least one (1) project in your company's Procore account with QuickBooks® Desktop, place a checkmark in the box labeled Available for use on new projects. This setting allows new Procore projects to use your QuickBooks® Desktop Standard Cost code segment.
        Notes: 
        • If you will be integrating one (1) or more projects with QuickBooks® Desktop, you should always enable this option.
        • If you want to review the codes on the list, click Edit to open the QuickBooks® Desktop Standard Cost Codes page.
        • If a cost code has been deactivated, you cannot add it to a project unless you reactivate it first. See Reactivate Segment Items and Deactivate Segment Items.
        • After reviewing the codes, you can click the Cost Codes link under Company Settings in the right pane to return to the Standard Cost Code segments page.
    • Standard Cost Codes List
      • Click the Settings Gearicon-settings-gear-android.png 
        If you will NOT be integrating one (1) or more projects with QuickBooks® Desktop, place a checkmark in the box labeled Available for use on new projects. Remove the checkmark if you do not want to use the Standard Cost code list on your company account's new projects.
        Notes:
        • Projects using the Standard Cost code list cannot be integrated with QuickBooks® Desktop.
        • The Standard Cost code list can either be the default list that is included with Procore or a custom cost code list that was imported for your company. See Import Segment Items into your Company Level Admin Tool. 
          standard_cost_codes.png

  5. Click Update.
    This makes the selected cost code segment available for use on new projects.

Next Steps