About Download procore drive
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® Online ERP Integration Standard Cost Codes. When WBS Codes are used on a QuickBooks® Online integrated project in Procore, the integration will create a corresponding Service Item in the QuickBooks® Online Products & Services list. The Service item/s created in QuickBooks® Online will be in the following format*: [project number]-[cost code].[cost type] PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online 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 insteadProjectsProject information in QuickBooks® Online can be found in the Projects menu section. NoteQuickBooks® Online Customers and Sub-Customers cannot be imported to Procore. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Project Name Project Name Project Number Project Name Job CostsJob costs import from QuickBooks® Online only. Cost information is retrieved from QuickBooks® Online 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® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Direct Costs1 Bills, Expenses, and Vendor Credits 1QuickBooks® Online Vendor Bills that were created by the integration (synced Subcontractor Invoices) are excluded from the Direct Costs import.Commitment Payments IssuedCommitment Payments Issued imported from QuickBooks® Online only. When a subcontractor invoice is exported from Procore to QuickBooks® Online, a Vendor Bill is automatically created in QuickBooks® Online. When the Vendor Bill is paid the payment information can be retrieved from QuickBooks® Online for display in Procore.In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In QuickBooks® Online, Bill Payments are accessed from the Expenses menu. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Payment Method Bill Payment Method Date Bill Payment Date Payment # Ref no. Check / Ref # Ref no. Notes Memo Amount Payment Amount Owner InvoicesWhen an owner invoice is exported from Procore to QuickBooks® Online, a Customer Invoice is automatically created in QuickBooks® Online. In Procore, Owner Invoices are accessed from the Invoices tab in the project's Prime Contracts tool, or from the Owner Invoices tab in the project Invoicing tool.In QuickBooks® Online, Customer Invoices are accessed from the Invoices section in the Sales menu. PROCORE Exports data from Procore to QuickBooks® Online Imports data from QuickBooks® Online to Procore QuickBooks® Online Project Customer: Project Invoice No. Invoice No. 2 Billing Date 1 Invoice Date Invoice Subtotal Amount Line 1 "Current Payment Due" on the QuickBooks® Online Service Item for Summary AR Retainage Line 2 "Current Retainage" on the QuickBooks® Online Service Item for
Key features of the Download procore drive that are enabled through these drivers include:
- Delete Photos/Albums in Procore Drive - Procore
- Upload Photos to an Album in Procore Drive - Procore
- Track/Untrack a File in Procore Drive - Procore
- Log in to Procore Drive
- How to Download Procore Drive - followupcrm.com
- Download Files from Procore Drive
- Download Photos/Albums in Procore Drive
In QuickBooks® Online in (3) different ways: QuickBooks® Online Vendors can be imported to Procore to create a new Company in the Procore Directory. QuickBooks® Online Vendors can be linked to an existing Company in the Procore Directory during import. Companies in the Procore Directory can be exported to QuickBooks® Online to create a new Vendor in QuickBooks® Online. Additional Information The Company in the Procore Directory must be synced with a QuickBooks® Online Vendor before an Invoice associated with that Company in Procore may be exported to QuickBooks® Online. Limitations Changes made to a Vendor in QuickBooks® Online will not currently update the synced Company in Procore. Changes made to a Company in Procore will not update the synced Vendor in QuickBooks® Online. Companies in the Procore Directory can not be exported to QuickBooks® Online as Customers. DIRECT COSTS Considerations Job cost transactions directly entered in QuickBooks® Online must be coded to project-specific Service Items that were created by the integration for the integration to retrieve them. Additional Information Job costs that are entered directly in QuickBooks® Online are classified as Direct Costs in Procore, and will be displayed as detailed transactions in the Direct Costs tool in Procore. These synced Direct Costs will be imported with an Approved status, and will not be editable in Procore. If adjustments need to be made to the synced Direct Cost, the modifications should be made directly to the QuickBooks® Online transaction. Then, the synced Direct Cost will be updated to reflect the changes made in QuickBooks® Online when the Job Costs for the project are refreshed by the integration. Limitations Transactions that are coded to unsynced QuickBooks® Online Items or directly to G/L Accounts (e.g. journal entries) can NOT be retrieved by the integration for display as Direct Costs in Procore. If the integration detects mis-coded QuickBooks® Online job costs on an integrated project, a yellow notification banner will be displayed in the project's budget tool in Procore. QuickBooks® Online transactions that have already been synced as Direct Costs in Procore should not be deleted from QuickBooks® Online. The integration can not detect these deletions, so the associated synced Direct Cost would remain on the Project in Procore. The Procore Support team can assist with removing synced Direct Costs associated with deleted QuickBooks® Online transactions. If a transaction is voided in QuickBooks® Online, the associated synced Direct Cost will be updated to $0.00 when the Job Costs for the project are refreshed by the integration. subcontractor invoices Considerations 'Vendor Bill' refers to Subcontractor 'Invoice / Commitment Invoice' in Procore. Subcontractor Invoices are invoices entered on Commitments (subcontracts and purchase orders) in Procore. These can be exported to QuickBooks® Online to create Vendor Bills. Additional Information The Commitment Company must be synced with QuickBooks® Online before the Invoice can be exported to QuickBooks® Online. If you need to unlink an invoice that is already synced with QuickBooks® Online you must first delete the invoice in QuickBooks® Online. Limitations If the Multi-currency setting
