Create Standard Cost Codes in Procore and Sync to QuickBooks®

Objective

To create QuickBooks® Desktop Standard Cost Codes in Procore and export them to QuickBooks® Desktop. 

Background

When using the Procore + QuickBooks® Desktop integration, a user with 'Admin' level permission on the Company level Admin tool can create Standard Cost Codes for use with QuickBooks® Desktop in Procore. Then after the codes are created, the 'Admin' can the send those codes to the Company Level ERP Integrations tool. After that, an accounting approver must accept those changes for the cost codes to be exported to QuickBooks® Desktop.

Things to Consider

• Required User Permissions:
  • To perform the first two (2) steps below, 'Admin' on the Company Level Admin tool.
  • To perform the third step below, 'Standard' or 'Admin' level permission on the ERP Integrations tool.
    AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 

Workflow

Steps

Complete the steps:

1. Add QuickBooks® Desktop Standard Cost Codes to the Company Level Admin Tool
2. Send Unsynced QuickBooks® Desktop Standard Cost Codes to ERP Integrations from Accounting Acceptance
3. Accept or Reject Cost Codes for Export to QuickBooks® Desktop

See Also

• Add QuickBooks® Desktop Standard Cost Codes to the Company Level Admin Tool
• Send Unsynced QuickBooks® Desktop Standard Cost Codes to ERP Integrations from Accounting Acceptance
• Accept or Reject Cost Codes for Export to QuickBooks® Desktop