The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Quickbooks.
Create and Sync a Project
Follow the steps below to set up a new project. There are two (2) ways to integrate a QuickBooks Job with a Procore Project:
- You can add a new project in Procore and export it to QuickBooks.
- You can create a job in QuickBooks, add it as a project in Procore and then sync the QuickBooks data with the Procore project.
Create and Sync Vendors
Create and Export Commitments
Follow the steps below to create commitments in Procore and then export them to QuickBooks.
Export Subcontractor Payment applications
Create and Export CVs
Follow the steps outlined below to create CVs in Procore and then export them to QuickBooks.