Knowledge Base

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Knowledge Base

QuickBooks Online Integration

QuickBooks Online Integration

Getting Started

Walkthrough Video

How to export Procore cost codes as a CSV (video)

How do I connect my QuickBooks Online account?

How do I connect my Procore account?

How to export chart of accounts as a spreadsheet

How to add 'customer' custom field in Procore (Video)

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Feature Map

Feature Map (UK)

Feature Map (Canada)

Feature Map (USA)

Guides

Project Specific Cost Codes Mapping

How to use both item code (products and services) mapping and chart of accounts mapping

Subcustomer conversion into Projects guide

Retention syncing while using item codes (products/services) mapping

How to sync purchase orders to QuickBooks Online (article)

How to sync direct costs (video)

How to map customers and vendors

How to create a vendor in Procore and sync it to QuickBooks Online (video)

How to create a customer in QuickBooks Online and sync to Procore directory

How to create project as QBO subcustomer (video)

Syncing purchase orders (video)

How to sync "materials stored"

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Frequently Asked Questions

What is the maximum attachment size I can sync across?

How is the tax information managed between Procore & QBO?

Which Contact Fields are Syncing Between Procore & QuickBooks Online?

What Vendor Transaction Type Do I Use In QuickBooks Online to Send to the Procore Direct Cost Tool?

How to link a bill created in QuickBooks Online to a Procore project

How do I disconnect my QuickBooks Online account?

How do I disconnect my Procore account?

Do vendor expenses sync from QuickBooks Online to Procore?

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Error Messages

Duplicate Document Number Error