Quickbooks® Online Detailed Data Mapping

Overview

The Procore + QuickBooks® オンライン connector is only available in the US at this time.

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン to Procore	QuickBooks® オンライン
PROJECT WBS CODES1			ITEMS (SERVICES)
PROJECTS			PROJECTS
COMPANIES			VENDORS 2
DIRECT COSTS			BILLS / EXPENSES / VENDOR CREDITS
SUBCONTRACTOR INVOICES 3			BILLS
COMMITMENT PAYMENTS ISSUED 4			BILL PAYMENTS

¹ Custom WBS Segments ARE supported with the QuickBooks® オンライン connector

²  Procore does not export 'Customers' data to QuickBooks® オンライン.

³ Subcontractor invoices with negative values do not sync between systems.

⁴  Subcontractor payments are supported only in US Editions

Project WBS Codes

The QuickBooks® オンライン integration will create a new Company level cost code list in Procore for use with the integration. In Procore, the Cost Codes can be found in the Work Breakdown Structure → Cost Codes section in the Company Admin Tool under QuickBooks® オンライン ERP Integration Standard Cost Codes. 

When WBS Codes are used on a QuickBooks® オンライン integrated project in Procore, the integration will create a corresponding Service Item in the QuickBooks® オンライン Products & Services list. The Service item/s created in QuickBooks® オンライン will be in the following format*: [project number]-[cost code].[cost type]  

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
WBS Code			Service Item Name
Cost Code/Cost Type Description			Description on Purchase Transactions

*Note that if the project number field is blank in the Procore project Admin Tool, the value from QuickBooks Online ID field will be used instead

Projects

Project information in QuickBooks® オンライン can be found in the Projects menu section. 

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
Project Name			Project Name
Project Number			Project Name

Vendors

When a Company is exported from Procore to QuickBooks® オンライン, a new Vendor record is automatically created in QuickBooks® オンライン.

In QuickBooks® オンライン, the Vendor setup can be found under Vendors. Procore Companies can be found in the Directory.

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
Name			Vendor Company Name
Address City State ZIP Country			Address City State ZIP Country
Business Phone			Phone Number
Business Fax			Fax
Email Address			Email
Website			Website
Entity Type: EIN			Business ID No.

Job Costs

Job costs import from QuickBooks® オンライン only. Cost information is retrieved from QuickBooks® オンライン for each synced WBS Code for use in 2 locations in Procore: the Direct Costs tool, and the Budget tool.

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
Direct Costs1			Bills, Expenses, and Vendor Credits

¹QuickBooks® オンライン Vendor Bills that were created by the integration (synced Subcontractor Invoices) are excluded from the Direct Costs import.

Subcontractor Invoices

When a subcontractor invoice is exported from Procore to QuickBooks® オンライン, a Vendor Bill is automatically created in QuickBooks® オンライン. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool & Subcontractor Invoices in the project Invoicing tool.

In QuickBooks® オンライン, Vendor Bills are accessed from the Bills section in the Expenses menu.

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
Billing Date			Bill Date
Contractor Company			Vendor
Invoice #			Bill No.
Payment Date			Due Date
Current Payment Due			Amount Due
Cost Code (Detail Tab)			Service Item
QTY (Detail Tab), if applicable			QTY
Unit Price (Detail Tab), if applicable			Rate
Value or This Period (Detail Tab)			Amount
Project Name			Project Name
Total Retainage This Period, if applicable1			Amount (on separate line item for retainage)

¹If used in Procore, retainage is coded to an Item record in QuickBooks® オンライン that is assigned in the integration settings during configuration. Retainage is not coded to a synced cost code Item.

Commitment Payments Issued

Commitment Payments Issued imported from QuickBooks® オンライン only. When a subcontractor invoice is exported from Procore to QuickBooks® オンライン, a Vendor Bill is automatically created in QuickBooks® オンライン. When the Vendor Bill is paid the payment information can be retrieved from QuickBooks® オンライン for display in Procore.

In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In QuickBooks® オンライン, Bill Payments are accessed from the Expenses menu.

PROCORE	Exports data from Procore to QuickBooks® オンライン	Imports data from QuickBooks® オンライン  to Procore	QuickBooks® オンライン
Payment Method			Bill Payment Method
Date			Bill Payment Date
Payment #			Ref no.
Check / Ref #			Ref no.
Notes			Memo
Amount			Payment Amount

See Also 

• About the QuickBooks® Online Connector
• Things to Know about QuickBooks® オンライン