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      Connecting Procore to Smoothx (QBO Integration)

      How to connect your Procore account to Smoothx

      NOTE - A Red dot indicates Procore Access is disconnected

      Screenshot 2025-05-20 102518

      Connecting your Procore Account

      1. Log in to your Smoothx Integration - https://app.smoothx.com/
      2. Navigate to Settings

      Screenshot 2025-05-20 102627

      3. Select Procore & QBO Access menu
      4. Click Connect to Procore - You will be redirected to Procore Login
      NOTE: The Procore account used to connect to Smoothx MUST have FULL Administration rights.
       
      Screenshot 2025-05-20 102727
      5. Complete Log in to Procore & Allow Access
       
      6. Select the relevant Procore Company
      Screenshot 2025-05-19 172306
      7. Click Save
      8. A Green Dot is now displayed next to Procore Access
      Screenshot 2025-05-20 102934