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
Navigate to the company's ERP Integrations tool.
Click Configure Settings.
Click Sync Schedule.
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.
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.