Unlink CCOs Synced with QuickBooks®

Objective

To sever the connection between a Commitment Change Order (CCO) that has been synced between Procore and QuickBooks® Desktop.

Background

When a Procore project's CCOs are synced with QuickBooks® Desktop, a link is created between the records stored in each system. Sometimes, users will inadvertently export a CCO from Procore and then discover that the CCOs data was entered incorrectly. When this occurs, the record first needs to be deleted in QuickBooks® Desktop. Next, use the steps below to unlink the record. Finally, delete the commitment in Procore. You can then re-enter the correct information so it can be exported to QuickBooks® Desktop.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Commitments tool. 
    AND
  • 'Standard' or 'Admin' 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. 
• Prerequisites:
  • Delete the CCO in QuickBooks® Desktop. See your QuickBooks® Desktop documentation for steps.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Commitment Change Orders. 
3. Locate the desired CCO under Change Orders - Sucessfully Synced with QuickBooks® Desktop. 
4. Click Unlink.
   • If the unlink action is successful, the 'Successful Unlinked' message appears in GREEN.
   • If the unlink action is not successful, the "The CCO is still in QuickBooks® Desktop. Please delete it before retrying" message appears in RED. 
     
     

See Also

• Accept or Reject a CCO for Export to QuickBooks® Desktop