To export subcontractor invoices from a Procore project to QuickBooks® Desktop.
If you want to export your subcontractor invoices to QuickBooks® Desktop, you first need to create them in your Procore project. As described in the Steps and Workflow below, your project team has two options when creating invoices: You can send an 'Invite to Bill' to one of your invoice contacts to allow them to submit their own invoice or you can create an invoice on behalf of an invoice contact.
After your subcontractor invoices are reviewed by a member of your project team and placed into the 'Approved' status, an accounting approver can export your subcontractor invoices as described below.
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To create and export invoices, there are two (2) workflows that must be completed in this order:
Once your subcontractor invoices are in the 'Approved' status, you can follow these steps to export them to QuickBooks® Desktop:
The ability to sync QuickBooks® Desktop Bill Payments with Payments Issued in the Commitments tool is currently supported with Procore + QuickBooks® Desktop U.S. Edition. It is NOT currently supported with the Procore + QuickBooks® Desktop Canada Edition.