QuickBooks® Online: Setup Guide

Overview

To set up and configure the ERP Integration tool, which integrates your QuickBooks® Online system with the construction projects in your company's Procore account. 

Preparation Phase​

To prepare for the integration, complete these steps: 

1. Send a request to your Procore point of contact to discuss your company's specific requirements and goals:
   • See Request to Enable ERP Integration for QuickBooks® Online. 
   • Ensure your QuickBooks® Online edition is supported. See QuickBooks® Online Compatibility. 
   • Archive any inactive vendors in QuickBooks® Online. See the QuickBooks® Online Help System. 
2. Your Procore point of contact will work with your company's Procore Administrator (and/or your company's QuickBooks® Online Administrator) to complete these tasks:
   • Install and configure the QuickBooks® Online integration.
   • Create a Procore user account for the QuickBooks® Online integration. 
   • Enable and configure the ERP Integrations tool for your company's Procore account.

Integration Phase

To complete the integration, complete these steps: ​​

1. Configure Cost Code Preferences for QuickBooks® Online
2. Consolidate and Link Vendors/Companies
   • Consolidate Duplicate Company Records in the Company Directory
   • Link a QuickBooks® Online Vendor to a Procore Company
   • Add a QuickBooks® Online Vendor to the Company Directory
   • Archive a QuickBooks® Online Vendor in Procore
   • Add a Procore Company into QuickBooks® Online
3. Create a New QuickBooks® Online-Integrated Project:
   • Add a QuickBooks® Online Job to Procore

Management Phase

See the QuickBooks® Online: User Guide for a full list of tutorials and FAQs.