Send Unsynced QuickBooks Standard Cost Codes to ERP Integrations for Accounting Acceptance
Objective
To send new (i.e., 'unsynced') cost codes that have been added to the 'QuickBooks® Desktop Standard Cost Codes' list in the company's Admin tool to the ERP Integrations tool, where it can then be accepted for export to QuickBooks® Desktop by an accounting approver.
Background
If you have added new cost codes to the 'QuickBooks® Desktop Standard Cost Codes' list in the company's Admin tool, those codes will need to be synced with your integrated QuickBooks® Desktop system. To do this, you must first send the new codes to the company's ERP Integrations tool where it can then be accepted for export to QuickBooks® Desktop by an accounting approver. After acceptance, the data is exported to your integrated ERP system where they will appear as 'Service Items' in the QuickBooks® Desktop Items list.
Important! Anytime you add one (1) or more new cost code(s) to the 'QuickBooks® Desktop Standard Cost Codes' list in Procore, it is recommend that you always export those new codes to your integrated QuickBooks® Desktop system before attempting to export data that are associated with those codes from other Procore tools (e.g., Budget, Commitments, Change Orders, and so on).
Things to Consider
- Required User Permissions:
- 'Admin' user permissions on the company's Admin tool.
- Required ERP System:
- Prerequisites:
Steps
- Navigate to the company's Admin tool.
This reveals the Company Settings page.
- Under Company Settings, click Work Breakdown Structure.
- Under Segments click Cost Code.
- Choose one of the following options:
- If your company only has a QuickBooks® Desktop Standard Cost Code list, it appears in this page. Continue with the next step.
OR
- If your company has multiple cost code lists, select the QuickBooks® Desktop Standard Cost Code list in the table.
Notes: The QuickBooks® Desktop Standard Cost Codes list shows all of the codes that are available for use on your company's QuickBooks® Desktop-integrated projects.
- Click Send to ERP.
Notes:
- If the button is grayed-out and unavailable, hover the mouse cursor over the button to view a tooltip describing the reason the button is not available. Typically, this is because the page needs to be refreshed.
- If you have previously sent information from the Admin tool to the ERP Integrations tool, the button on the label will read Re-send to ERP.
This sends the new (i.e., 'unsynced') cost code(s) to the ERP Integrations tool where it can then be accepted or rejected for export to QuickBooks® Desktop by an accounting approver.