Procore QuickBooks Online Integration

You can save a ton of time by integrating the Procore with QuickBooks. You can manage so many things by integrating QuickBooks and Procore. In this article we will walk you through the method. So without wasting any time, let’s start!

About Procore

Architecture software surely has benefits. From saving time  transmission to full project management. It allows you to see things ovisurely under one roof without the need to jump from one side to another and back side again.

Benefits of integrating Procore with QuickBooks:

You can support your business in so many senses if you integrate Procore with QuickBooks.

Here are a few departments you can enjoy the benefits of integration:

  • Standard Cost Codes.
  • Customers Projects.
  • Company Directories.
  • Costs and Budgeting.
  • Any updates to the original purchase orders.
  • Estimates and budgets.
  • Purchase orders.
  • Service Items etc.

How to integrate Procore with QuickBooks?

You can export several documents, information, projects from Procore into your QuickBooks account.

Here are the steps with which you can do so:

  • Open Procore on your computer.
  • Look for the option that says ‘Send to ERP.’ You can find it on the right hand side of the Procore screen. At this stage the ‘Send to ERP’ option will be It will only activate when you will follow the following step.
  • To activate it, you need to lock the budget before moving ahead.
  • Once you have successfully locked the budget, you will see that the ‘Send to ERP’ option has turned orange which means that it is activated.
  • Click on the ‘Send to ERP.’ This will send the budget to the ERP integration tab. Here the pending changes are made before it is sent to the QuickBooks account.
  • Click on the desired
  • Those budgets that are ready to be exported will be displayed. If you find any issues with the budgets, you can send a feedback to the concerned person at this stage.
  • If there are no amendments to be made, please click on the export
  • You will now see the same project imported to your QuickBooks account along with the budget.
  • At this stage, you will see that the Procore screen will show a status that says exported successfully.
  • You can also see the estimate of the same amount in the QuickBooks.

Please Note: In order to review all the imported or the exported items in Procore, you can do so by going to the Synced folder.

  • Therefore, by clicking on the Synced folder you can view your latest exported file.

Procore also supports your business by displaying the Cost totals for synchronized projects. It is a parallel updating of the some of the very useful information back into the Procore, as the project at hand develops in your QuickBooks account.

You can view important information such as:

  • Up to date viewing of the costs,
  • Budget amounts.
  • Commitment information.
  • Job days.
  • Costs etc.

With this feature of Procore, you no longer have to go through the project manager of QuickBooks and manually look for this vital costs and budget information, thus saving your time and effort.

Supported Triggers and Actions

Triggers

New Change Event
Triggers when a new Change Event is added.
New Drawing
Triggers when a new drawing is added.
New Form
Triggers when a new Form is created.
New Company Vendor
Trigger when a new company vendor is added.
New Inspection Log
Triggers when a new Inspection Log is added.
New Photo
Triggers when a new photo is uploaded.
New Instruction
Triggers when a new Instruction is created.
New Inspection
Triggers when a new Inspection is created.
New Meeting
Triggers when a new Meeting is added.
New Observation
Triggers when a new Observation is added.
New Project Document
Triggers when a new project file is added.
New Manpower Log
Triggers when a new Manpower Log is added.
New Punch Item
Triggers when a new Punch Item is added.
New Project
Triggers when a new Project is created.
New RFI
Triggers when a new RFI is added.
Project Updated
Triggers when a project is updated.
New Task
Triggers when a new Task is created.
Submittal Updated
Triggers when a Submittal is updated.
New Instruction
Triggers when a new Instruction is created.
New Submittal
Triggers when a new submittal is added.
New Timecard Entries
Triggers when a new timecard entry is created.
New Work Order Contract
Triggers when a new Work Order Contract is created.
New Account
Triggered when you add a new account.
New Estimate
Triggered when you add a new estimate.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Purchase Order
Triggers when a new purchase order is added.
New Vendor
Triggered when a new vendor is added.

Actions.

Create Change Event
Creates a new change event.
Create Company Contact
Creates a new company contact.
Create Company Vendor
Creates a new company vendor.
Create a Call Log
Creates a new call log.
Copy From Standard Cost Code List
Copies all standard cost codes to project cost code list.
Create Document
Creates a new document.
Create Project Cost Code
Creates a new project cost code.
Create a Daily Construction Report Log
Creates a new daily construction report log.
Upload Photo
Uploads a new photo.
Create Drawing
Creates a new drawing.
Create Inspection Checklist
Creates a new inspection checklist.
Create Document Folder
Creates a new document folder.
Create Manpower Log
Creates a new manpower log.
Create Project
Creates a new project.
Create Observation
Creates a new observation.
Create Instruction
Creates a new instruction.
Create Purchase Order
Creates a new purchase order.
Create Punch Item
Creates a new punch item.
Create RFI
Creates a new RFI.
Create Submittal
Creates a new Submittal.
Update Project Meeting
Updates a project meeting.
Create Sub Job
Creates a new Sub Job.
Create Project Task Item
Creates a new project task item.
Update Manpower Log
Updates a manpower log.
Create Work Order Contract
Creates a new work order contract.
Update Work Order Contract
Updates a work order contract.
Find a Project Document
Search for a project document by id.
Update Project Submittal
Updates a project Submittal.
Find a Submittal
Search for a submittal by id.
Find a Project Task
Search for a project task by id.
Find a Project Scheduled Task
Search for a project scheduled task by id.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Estimate
Create a new estimate (with line item support).
Create Journal Entry
Creates a new journal entry.
Create Product/Service
Creates a new product or service.
Create Purchase Order
Creates a new purchase order.
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Invoice
Updates an existing invoice (with line item support).
Find Account
Find an account by name.
Create Vendor
Adds a new vendor.
Update Customer
Updates an existing customer.
Find Customer
Find a customer by name or email address.
Find Vendor
Find a vendor by name.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

If you were not able to do so, or you faced some technical issues while performing the operation, call our SMB QuickBooks Technical Support Team. They have a terrific help desk which comprises of extremely experienced experts. You can give a call at the toll-free helpline ?smbaccountants.com to get in touch with the QuickBooks Experts.


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