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In Procore for use with the integration. In Procore, the Cost Codes can be found in the Work Breakdown Structure → Cost Codes section in the Company Admin Tool under QuickBooks® Online ERP Integration Standard Cost Codes. When WBS Codes are used on a QuickBooks® Online integrated project in Procore, the integration will create a corresponding Service Item in the QuickBooks® Online Products & Services list. The Service item/s created in QuickBooks® Online will be in the following format*: [project number]-[cost code].[cost type] PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online WBS Code Service Item Name Cost Code/Cost Type Description Description on Purchase Transactions *Note that if the project number field is blank in the Procore project Admin Tool, the value from QuickBooks Online ID field will be used insteadProjectsProject information in QuickBooks® Online can be found in the Projects menu section. NoteQuickBooks® Online Customers and Sub-Customers cannot be imported to Procore. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Project Name Project Name Project Number Project Name Job CostsJob costs import from QuickBooks® Online only. Cost information is retrieved from QuickBooks® Online for each synced WBS Code for use in 2 locations in Procore: the Direct Costs tool, and the Budget tool. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Direct Costs1 Bills, Expenses, and Vendor Credits 1QuickBooks® Online Vendor Bills that were created by the integration (synced Subcontractor Invoices) are excluded from the Direct Costs import.Commitment Payments IssuedCommitment Payments Issued imported from QuickBooks® Online only. When a subcontractor invoice is exported from Procore to QuickBooks® Online, a Vendor Bill is automatically created in QuickBooks® Online. When the Vendor Bill is paid the payment information can be retrieved from QuickBooks® Online for display in Procore.In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In QuickBooks® Online, Bill Payments are accessed from the Expenses menu. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Payment Method Bill Payment Method Date Bill Payment Date Payment # Ref no. Check / Ref # Ref no. Notes Memo Amount Payment Amount Owner InvoicesWhen an owner invoice is exported from Procore to QuickBooks® Online, a Customer Invoice is automatically created in QuickBooks® Online. In Procore, Owner Invoices are accessed from the Invoices tab in the project's Prime Contracts tool, or from the Owner Invoices tab in the project Invoicing tool.In QuickBooks® Online, Customer Invoices are accessed from the Invoices section in the Sales menu. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Project Customer: Project Invoice No. Invoice No. 2 Billing Date 1 Invoice Date Invoice Subtotal Amount Line 1 "Current Payment Due" on the QuickBooks® Online Service Item for Summary AR Retainage Line 2 "Current Retainage" on the QuickBooks® Online Service Item for In QuickBooks® Online in (3) different ways: QuickBooks® Online Vendors can be imported to Procore to create a new Company in the Procore Directory. QuickBooks® Online Vendors can be linked to an existing Company in the Procore Directory during import. Companies in the Procore Directory can be exported to QuickBooks® Online to create a new Vendor in QuickBooks® Online. Additional Information The Company in the Procore Directory must be synced with a QuickBooks® Online Vendor before an Invoice associated with that Company in Procore may be exported to QuickBooks® Online. Limitations Changes made to a Vendor in QuickBooks® Online will not currently update the synced Company in Procore. Changes made to a Company in Procore will not update the synced Vendor in QuickBooks® Online. Companies in the Procore Directory can not be exported to QuickBooks® Online as Customers. DIRECT COSTS Considerations Job cost transactions directly entered in QuickBooks® Online must be coded to project-specific Service Items that were created by the integration for the integration to retrieve them. Additional Information Job costs that are entered directly in QuickBooks® Online are classified as Direct Costs in Procore, and will be displayed as detailed transactions in the Direct Costs tool in Procore. These synced Direct Costs will be imported with an Approved status, and will not be editable in Procore. If adjustments need to be made to the synced Direct Cost, the modifications should be made directly to the QuickBooks® Online transaction. Then, the synced Direct Cost will be updated to reflect the changes made in QuickBooks® Online when the Job Costs for the project are refreshed by the integration. Limitations Transactions that are coded to unsynced QuickBooks® Online Items or directly to G/L Accounts (e.g. journal entries) can NOT be retrieved by the integration for display as Direct Costs in Procore. If the integration detects mis-coded QuickBooks® Online job costs on an integrated project, a yellow notification banner will be displayed in the project's budget tool in Procore. QuickBooks® Online transactions that have already been synced as Direct Costs in Procore should not be deleted from QuickBooks® Online. The integration can not detect these deletions, so the associated synced Direct Cost would remain on the Project in Procore. The Procore Support team can assist with removing synced Direct Costs associated with deleted QuickBooks® Online transactions. If a transaction is voided in QuickBooks® Online, the associated synced Direct Cost will be updated to $0.00 when the Job Costs for the project are refreshed by the integration. subcontractor invoices Considerations 'Vendor Bill' refers to Subcontractor 'Invoice / Commitment Invoice' in Procore. Subcontractor Invoices are invoices entered on Commitments (subcontracts and purchase orders) in Procore. These can be exported to QuickBooks® Online to create Vendor Bills. Additional Information The Commitment Company must be synced with QuickBooks® Online before the Invoice can be exported to QuickBooks® Online. If you need to unlink an invoice that is already synced with QuickBooks® Online you must first delete the invoice in QuickBooks® Online. Limitations If the Multi-currency setting

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Items in the QuickBooks® Online Products and Services List. The format of those Service Items will be [project number in Procore]-[cost code].[cost type] Custom WBS segments ARE supported. If custom WBS segments are used on an integrated project, they will be built into the QuickBooks® Online Service Item name in the same order that they are arranged in Procore. 'Item (Service)' refers to a 'Project WBS Code' in Procore. Limitations Single tier cost codes are NOT supported. The QuickBooks® Online ERP Integration Standard Cost Codes in your Procore site must be in a 2 (or more) tier format. Sub Jobs are NOT supported. Syncing Procore Project WBS Codes with QuickBooks Items of any other type (inventory, non-inventory, etc.) or directly with G/L Accounts from your QuickBooks® Online Chart of Accounts is NOT supported. projects Considerations Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee. Limitations New Projects must be created in QuickBooks® Online, then can be imported to Procore via the integration. The import process will create the corresponding Project in Procore. Currently, Projects created directly in Procore can NOT be exported to QuickBooks® Online. We intend to build that capability as soon as the Intuit developer API allows it. QuickBooks® Online Customers or Sub-Customers can not be imported to Procore. The integration can not link an existing Procore Project to an existing QuickBooks® Online Project. The QuickBooks® Online integration can only sync data on new projects. Any historical projects created before your company's ERP implementation cannot sync data. If you are interested in integrating existing in-progress projects, the ERP Professional Services Team can work with you to define the scope and provide a Statement Of Work (SOW). Please note that ERP Professional Services are not included with the QuickBooks® Online integration implementation process. The cost of ERP Professional Services varies depending on the scope of the project, which will be provided to you for review with the Statement Of Work (SOW). Additional Information When a QuickBooks® Online Project is imported into Procore, the QuickBooks® Online Project Name will populate both the Project Name field and the Project Number field in Procore. This is done to ensure that there is a value in the Project Number field to be built into the name of the project-specific Service Items the integration will create in the QuickBooks® Online Products and Services List. You are welcome to modify the Project Name and/or the Project Number fields in Procore after the QuickBooks® Online Project has been imported into Procore. We recommend that any adjustments to the Project Number field in Procore are completed before any Budget line items are created in Procore. This order of operations will ensure that the project-specific Service Items are created with the desired naming convention for easy identification within QuickBooks® Online. companies Considerations 'Vendor' refers to 'Company' in Procore. Companies in the Procore Directory can be synced with Vendors. Download procore drive; Download procore drive. Most people looking for Procore drive downloaded: Procore Drive. Download. 5.0 on 1 vote . Procore is a Cloud based construction project management tool. Similar choice › Procore drive v1.9; Programs for query ″download procore drive

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Owner invoices Considerations Owner Invoices are invoices entered on Prime Contracts in Procore. These can be exported to QuickBooks® Online to create Customer Invoices. The Billing Date in Procore will populate the Invoice Date in QuickBooks Online. If the Billing date is left blank in Procore, the Invoice Date in QuickBooks Online will be populated with the Procore Billing Period End Date. During the Owner Invoice configuration process, your team will select a Service Item from your QuickBooks Online Products and Services list to be used for the Subtotal amount due, and another Service Item to be used for the Retainage held/released. You can choose to use the same Service Item for both of these summary values if you prefer. Additional Information The invoice must be in an 'Approved' status to export successfully. The invoice lines in Procore are summarized on the QuickBooks Online invoice: Subtotal amount due Retainage held/released (if applicable) If you need to unlink an invoice that is already synced with QuickBooks® Online you must first delete the invoice in QuickBooks® Online. Limitations The Invoice Number field has a 21 character limit in QuickBooks Online, so your invoice number must be 21 characters or less in Procore. The 'Send to ERP' button is only available when opted in to the Modernized Owner Invoice Beta experience. If the Multi-currency setting is enabled in QuickBooks® Online, only invoices associated with QuickBooks® Online Customers that have the same currency setting as the QuickBooks® Online home currency may be exported. Budgets, Commitments (Subcontracts and Purchase Orders), Owner Invoice Payments, Prime Contracts, Prime Contract Change Orders (PCCOs), Timecards, Timesheets Limitations Data from these Procore tools and items do NOT sync with QuickBooks® Online Data MappingOverviewThe Procore + QuickBooks® Online connector is available in all regions. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online PROJECT WBS CODES1 ITEMS (SERVICES) PROJECTS PROJECTS COMPANIES VENDORS 2 DIRECT COSTS BILLS / EXPENSES / VENDOR CREDITS / CREDIT CARD CREDITS SUBCONTRACTOR INVOICES 3 BILLS COMMITMENT PAYMENTS ISSUED 4 BILL PAYMENTS OWNER INVOICES CUSTOMER INVOICES 1 Custom WBS Segments ARE supported with the QuickBooks® Online connector.2 Procore does not export 'Customers' data to QuickBooks® Online.3 Subcontractor invoices with negative values do not sync between systems.4 Import of subcontractor payment records from QuickBooks® Online is only supported in US Editions. Export of payment records from Procore to QuickBooks® Online is only available to companies that license Procore Pay.Project WBS CodesThe QuickBooks® Online integration will create a new Company level cost code list

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QuickBooks® Online.NEW! PROJECT FINANCIALS + QuickBooks® Online CONNECTOR (02/17/2023)With Procore + QuickBooks® Online, you can align project management and accounting using Procore’s seamless integration with QuickBooks® Online. Synchronize cost data for all of your projects in one location, standardize your accounting processes, and take your business to the next level. To learn more about the integration, see About the QuickBooks® Online Connector or visit the QuickBooks® Online page on Procore's App Marketplace. Things to KnowBackgroundEach of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. QuickBooks® Online, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.Things to know about the QuickBooks® Online Connector Procore Item or Setting Considerations, Limitations, and Requirements configuration settings & sync schedule Considerations The QuickBooks® Online integration will be associated with a QuickBooks® Online Admin user. We will provide an email address to associate a new QuickBooks® Online Admin user with during implementation. If a QuickBooks® Online user seat is not available to create a new Admin user, an existing Admin user can be associated with the integration. Limitations Only QuickBooks® Online Plus or Advanced subscriptions are supported. (Simple Start and Essentials are NOT supported, as they do not support the Projects feature in QuickBooks® Online.) The integration is limited to (1) QuickBooks® Online Company per (1) Procore site. (A separate QuickBooks® Online company for each project is NOT supported.) Data from these Procore tools and items do NOT sync with QuickBooks® Online: Prime Contracts/Prime Contract Change Orders (PCCOs) Prime Contract Invoices and Payments Budgets Commitments (Subcontracts and Purchase Orders)/Commitment Change Orders (CCOs) Timecards/Timesheets Additional Information IMPORTABLE DATA: The automatic background sync schedule is once daily job syncs (job costs) for integrated projects. On demand syncs may be initiated within Procore for importable Jobs, Vendors, Job Costs, and Subcontractor Invoice Payments. EXPORTABLE DATA: The automatic background sync schedule for budgeted Project WBS codes takes place once every five (5) minutes. All other exportable records (vendors and subcontractor invoices) must be approved/accepted by an Accounting Approver, who are the only users that may initiate the export from Procore to QuickBooks® Online. work breakdown structure (wbs) Considerations Project WBS Codes (Cost Codes + Cost Type) in Procore equate to Service type Items in your QuickBooks® Online Products and Services List. There will be (1) Company Level cost code list for use with all QuickBooks® Online-integrated projects in Procore. As WBS Codes (Cost Codes + Cost Type) are added as budget line items on an integrated Project in Procore, the integration will automatically create corresponding project-specific Service

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An Integrated ERP System into Procore Web Import an ERP Sub Job to a Procore Project Web Link ERP Companies to Procore Companies Web Refresh the Companies List for ERP Web Refresh the Cost Codes on an ERP Integrated Project Web Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance Web These actions do NOT require permissions to the ERP Integrations tool. Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. Sync Job Cost Transactions from an Integrated ERP into Procore Web Sync Paid Invoice Notifications from ERP into Procore Web Unlink CCOs Synced with ERP Web Unlink Commitments Synced with ERP Web Unlink Owner Invoices Synced with ERP Web Unlink PCCOs Synced with ERP Web Unlink Subcontractor Invoices Synced with ERP Web Unlink a Company Synced with ERP Web View a List of Synced Sub Jobs Web Requires additional tool permissions Requires additional tool permissions Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. View an Accountant Report for ERP Web View an ERP Job Costs Report Web Requires additional tool permissions to view at the project level 'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. To view at the Project level, users also require: 'Read-only' level permission or above on the project's Reports tool. AND 'Admin' level permission on the project's Budgets tool. OR 'Admin' level permission on the project's Prime Contract tool. View an ERP Unsyncable Direct Costs Report Web Users do NOT require permissions to the ERP Integrations tool to view this report. They do require: 'Read-only' level permission and above on the project's Reports tool AND 'Admin' level permission on the project's Budgets tool OR 'Admin' level permission on the project's Prime Contract tool. View the Archived Companies List for ERP Web Also requires Accounting Approver permissions Also requires Accounting Approver permissions Release NotesBelow are the notable changes to the Procore + QuickBooks® Online integration.Recent ChangesPDF Attachment Support When Exporting Owner Invoices to QuickBooks® Online (09/24/2024)You can now sync the PDF attachment summary sheet to owner invoices when exporting to QuickBooks® Online. This feature enables you to provide detailed, clear information to your owners for better communication and transparency. Previously, only two line items from the summary of values could be synced when exporting owner invoices. This feature will be applied to all newly exported owner invoices going forward. See Export Owner Invoices from Procore to ERP.New! Sync Owner Invoices with the QuickBooks® Online CONNECTOR (01/04/2023)You can now export owner invoices from Procore directly to your integrated QuickBooks® Online system using Procore's QuickBooks® Online Connector. This feature will NOT be automatically available. Reach out to your Procore point of contact to request to enable this feature.To learn more about how owner invoices are exported through the integration, see Export Owner Invoices from Procore to ERP and Detailed Data Mapping for. Download procore drive; Download procore drive. Most people looking for Procore drive downloaded: Procore Drive. Download. 5.0 on 1 vote . Procore is a Cloud based construction project management tool. Similar choice › Procore drive v1.9; Programs for query ″download procore drive Download Folders from Procore Drive : Download Files from Procore Drive : Lock/Unlock a Folder/File in Procore Drive : Open and Save Files in Procore Drive : Rename a File in Procore Drive : Rename a Folder in Procore Drive : Track/Untrack a File in Procore Drive : Upload Files into a Folder in Procore Drive : View Files in Procore Drive

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Last updated Save as PDF OverviewProcore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.Requirements Company Administrator permissions to the Procore web application A compatible edition of QuickBooks® Online (see QuickBooks® Online Compatibility section below) Procore Financial Management Tools (including the Invoicing Tool if you want to sync invoice data) QuickBooks® Online Projects (Sub-Customers need to be converted to Projects in order to be used with the integration)WorkflowsThe following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with QuickBooks® Online.Create and Sync a ProjectCreate and Sync VendorsExport Subcontractor InvoicesPermissionsLearn which user permissions are required to take the described actions in this tool. ImportantSome actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools. | | The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial. Users can take the action with this permission level. Users can take this action with this permission level AND one or more additional requirements, like granular permissions. ImportantSeveral available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration. Action None Read Only Standard Admin Notes Accept or Reject Cost Codes for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject Owner Invoices for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject Subcontractor Invoices for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a Budget for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a CCO for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a Commitment for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a Company for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a PCCO for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a Project for Export to ERP Web Also requires Accounting Approver permissions Accept or Reject a Sub Job for Export to ERP Web Also requires Accounting Approver permissions Add a Procore Project to your ERP System Web Add an ERP Company to the Procore Company Directory Web Add an ERP Job to Procore Web Archive an ERP Company in Procore Web Assign Default Cost Types To ERP Standard Cost Codes Web Configure Advanced Settings: ERP Integrations Web Configure the Sync Schedule for your ERP Integration Web Enable or Disable ERP Direct Exports Web Import a Budget from ERP Web Import a Prime Contract from