The Procore + QuickBooks® Online connector is only available in the US at this time.
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 | ![]() |
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VENDORS 2 |
DIRECT COSTS | ![]() |
BILLS / EXPENSES / VENDOR CREDITS | |
SUBCONTRACTOR INVOICES 3 | ![]() |
BILLS | |
COMMITMENT PAYMENTS ISSUED 4 |
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BILL PAYMENTS |
1 Custom WBS Segments ARE supported with the QuickBooks® Online connector
2 Procore does not export 'Customers' data to QuickBooks® Online.
3 Subcontractor progress claims with negative values do not sync between systems.
4 Subcontractor payments are supported only in US Editions
The QuickBooks® Online integration will create a new Company level cost code list 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 instead
Project information in QuickBooks® Online can be found in the Projects menu section.
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 |
When a Company is exported from Procore to QuickBooks® Online, a new Vendor record is automatically created in QuickBooks® Online.
In QuickBooks® Online, the Vendor setup can be found under Vendors. Procore Companies can be found in the Directory.
PROCORE |
Exports data from Procore to QuickBooks® Online | Imports data from QuickBooks® Online to Procore | QuickBooks® Online |
---|---|---|---|
Name | ![]() |
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Vendor Company Name |
Address |
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Address City State ZIP Country |
Business Phone | ![]() |
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Phone Number |
Business Fax | ![]() |
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Fax |
Email Address | ![]() |
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Website | ![]() |
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Website |
Entity Type: EIN | ![]() |
Business ID No. |
Job 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 Progress Claims) are excluded from the Direct Costs import.
When a subcontractor progress claim is exported from Procore to QuickBooks® Online, a Vendor Bill is automatically created in QuickBooks® Online. In Procore, Subcontractor Progress Claims are accessed from Progress Claims in the project Commitments tool & Subcontractor Progress Claims in the project Invoicing tool.
In QuickBooks® Online, Vendor Bills are accessed from the Bills section in the Expenses menu.
PROCORE |
Exports data from Procore to QuickBooks® Online | Imports data from QuickBooks® Online to Procore | QuickBooks® Online |
---|---|---|---|
Billing Date | ![]() |
Bill Date | |
Contractor Company | ![]() |
Vendor | |
Progress Claim # | ![]() |
Bill No. | |
Payment Date | ![]() |
Due Date | |
Current Payment Due | ![]() |
Amount Due | |
Cost Code (Detail Tab) | ![]() |
Service Item | |
QTY (Detail Tab), if applicable | ![]() |
QTY | |
Unit Price (Detail Tab), if applicable | ![]() |
Rate | |
Value or This Period (Detail Tab) | ![]() |
Amount | |
Project Name | ![]() |
Project Name | |
Total Retention This Period, if applicable1 | ![]() |
Amount (on separate line item for retention) |
1If used in Procore, retention is coded to an Item record in QuickBooks® Online that is assigned in the integration settings during configuration. Retention is not coded to a synced cost code Item.
Commitment Payments Issued imported from QuickBooks® Online only. When a subcontractor progress claim 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 Progress Claims 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 |