Quickbooks®

Quickbooks®

Integrate Procore's financial tools with Quickbooks®.

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About this course

Welcome to the "Quickbooks®" course!

The Quickbooks® connector allows users to integrate their company's Procore data with Quickbooks®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum

  • Course Introduction
  • Welcome to Quickbooks®
  • The Quickbooks® + Procore Integration
  • Add New Standard Cost Codes
  • Vendors
  • Syncing Vendors in Procore and Quickbooks®
  • Sync Procore Companies with Quickbooks® Vendors
  • Projects
  • Syncing Projects in Procore and Quickbooks®
  • Sync Procore Projects with Quickbooks® Jobs
  • Budget
  • Syncing a Budget in Procore and Quickbooks®
  • Export a Budget to Quickbooks®
  • Export Budget Modifications to Quickbooks®
  • Commitments
  • Syncing Commitments and CCOs in Procore and Quickbooks®
  • Export a Commitment to Quickbooks®
  • Export a Commitment Change Order to Quickbooks®
  • Job Costs
  • Syncing Costs in Procore and Quickbooks®
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Quickbooks®
  • Review
  • Quickbooks® Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

About this course

Welcome to the "Quickbooks®" course!

The Quickbooks® connector allows users to integrate their company's Procore data with Quickbooks®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum

  • Course Introduction
  • Welcome to Quickbooks®
  • The Quickbooks® + Procore Integration
  • Add New Standard Cost Codes
  • Vendors
  • Syncing Vendors in Procore and Quickbooks®
  • Sync Procore Companies with Quickbooks® Vendors
  • Projects
  • Syncing Projects in Procore and Quickbooks®
  • Sync Procore Projects with Quickbooks® Jobs
  • Budget
  • Syncing a Budget in Procore and Quickbooks®
  • Export a Budget to Quickbooks®
  • Export Budget Modifications to Quickbooks®
  • Commitments
  • Syncing Commitments and CCOs in Procore and Quickbooks®
  • Export a Commitment to Quickbooks®
  • Export a Commitment Change Order to Quickbooks®
  • Job Costs
  • Syncing Costs in Procore and Quickbooks®
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Quickbooks®
  • Review
  • Quickbooks® Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

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