Procore QuickBooks Online Integration

You can save a ton of time by integrating 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 visually under one roof without the need to jump from one side to another and backside again.

What is QuickBooks?

QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. QuickBooks has three different versions of accounting software desktop, online, and cloud-based solutions for tracking all financial information and creating reports for every part of the business.

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, and projects from Procore into your QuickBooks account.

Here are the steps by 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 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 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 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.
Find a Project Scheduled Task Search for a project scheduled task by ID.	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.
Create Expense Creates a new expense using a check, cash, or credit card.	Find a Project Task Search for a project task by id.
Find or Create a Customer Finds or creates a specific customer v2.	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 Time Activity Creates a new single-time activity.	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.	Find or Create a Vendor Finds or creates a specific vendor.
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 a Customer Finds or creates a specific customer v2.	Find or Create a Customer Finds or creates a specific customer v2.

Workflow for Integrating Procore with QuickBooks

Below is the process for creating specific types of products in a Procore account integrated with QuickBooks:

Create a project and sync it
sync and create a vendor
Create a budget and export it
Create, edit, and export budgets
export and commit
Create subcontractor invoice export settings limited release feature
subcontractor invoice for export
Create and export CCO
In Procore, create standard cost codes and sync them with QuickBooks.

TriNet + Quickbooks

Paylocity + QuickBooks

FBA + QuickBooks

MINDBODY + QuickBooks

Salesforce + QuickBooks

Paypal + Quickbooks

Authorize.Net + QuickBooks

Mavenlink + QuickBooks

If you were not able to do so, or you faced some technical issues while operating, call our SMB QuickBooks Technical Support Team. They have a terrific help desk which comprises extremely experienced experts.

Procore QuickBooks Online Integration