Quickbooks® Desktop

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with QuickBooks® Desktop.

Create and Sync a Project

Follow the steps below to set up a new project. There are two (2) ways to integrate a QuickBooks® Desktop Job with a Procore Project:

1. You can add a new project in Procore and export it to QuickBooks® Desktop.
   OR

2. You can create a job in QuickBooks® Desktop, add it as a project in Procore, and then sync the QuickBooks® Desktop data with the Procore project.

Create and Sync Vendors

Set Up and Export a Budget

Follow the steps outlined below to set up a budget in Procore and then export it to QuickBooks® Desktop.

Update and Export a Budget

Follow the steps outlined below to update a budget in Procore and then export it to QuickBooks® Desktop.

Create and Export Commitments

Set Up the Export Subcontractor Invoices Feature

Follow the steps below to setup the subcontractor invoices any payments feature for Procore + QuickBooks® Desktop. If you are using the US or Canada edition of QuickBooks® Desktop, this lets you export subcontractor invoices from Procore to QuickBooks® Desktop.

Export Subcontractor Invoices

Create and Export CCOs

Create Standard Cost Codes in Procore and Sync to QuickBooks® Desktop