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Configure the Sync Schedule for QuickBooks®

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Objective

To configure the automatic data synchronization schedule between your QuickBooks® Desktop database and Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    • Sync Payments for Synced Invoices
       

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings icons-settings-gear.png. 
  3. Click Sync Schedule.

    click-sync-schedule.png
     
  4. Under Sync Schedule, Payments for Synced Invoices can be scheduled to be synced Hourly, Daily, Every 4 Hours, Never, or ​​​​Every 2 Hours from the drop-down list. All other syncs are done automatically, hourly for company-level syncs and every 2 hours for project-level syncs.

    erp-sync.png
     
    • Sync Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. See View a QuickBooks® Desktop Job Costs Report.
    • Refresh QuickBooks® Desktop Vendor List. This automatically syncs the vendor list in QuickBooks® Desktop. 
    • Refresh QuickBooks® Desktop Job List.  This automatically syncs the job list in QuickBooks® Desktop. 
    • Sync Payments for Synced Invoices. This automatically syncs bill payments made in QuickBooks® Desktop with Procore's Payments Issued tab in a project's commitments. See Sync QuickBooks® Desktop Bill Payments with Payments Issued in Commitments.
  5. Click Update.
    To learn more about syncing data, see How often can I sync data between QuickBooks® Desktop and Procore?

See Also