QuickBooks Online Integration
About QuickBooks Online Integration
Feature Map
Getting Started
- Procore <-> QuickBooks Online Setup Guide
- Connecting Procore to Smoothx (QBO Integration)
- Connecting QuickBooks Online to Smoothx (QBO Integration)
- How to export Procore cost codes as a CSV (video)
- How to export chart of accounts as a spreadsheet
- How to add 'customer' custom field in Procore (Video)
Settings
Guides
- How to sync "materials stored"
- Syncing purchase orders (video)
- How to create project as QuickBooks Online subcustomer (video)
- How to create a customer in QuickBooks Online and sync to Procore directory
- How to create a vendor in Procore and sync it to QuickBooks Online (video)
- How to map customers and vendors
- How to sync direct costs (video)
- How to sync purchase orders to QuickBooks Online (article)
- Subcustomer conversion into Projects guide
- Retention syncing while using item codes (products/services) mapping
- How to use both item code (products and services) mapping and chart of accounts mapping
- Project Specific Cost Codes Mapping
- Timecard Entry Requirements
Frequently Asked Questions
- How do I disconnect my Procore account?
- How to Unsync an ERP locked Procore invoice
- How do I disconnect my QuickBooks Online account?
- How to resync an invoice
- How is the tax information managed between Procore & QuickBooks Online?
- How to link a bill created in QuickBooks Online to a Procore project
- 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?
- What is the maximum attachment size I can sync across?
- Company name vs Display name