Projects (Jobs)

Visual Mapping

Project Templates

If you want to apply Project Templates in Procore as a default, see our guide on setting up Project Templates.

Syncing from Procore to QuickBooks Desktop

Add Custom Field for "Customer" to Procore Projects

To enable syncing Projects from Procore to QuickBooks Desktop, you will need to add a Customer to the Project. To add a Customer to the Project:

Step 1: Create a Custom Field titled "Customer"

From the Company Portfolio page, select Company Tools --> Admin:

Select Fieldset under Project Settings on the right-hand navigation bar:

Select the Custom Fields tab, and then press Create Custom Field:

Enter "Customer" as the Field Name, and select "Company" as the Field Type:

Return to the Fieldsets tab, and press Create New. Scroll down to the bottom of the page and enable Customer as a field and make it Required. Then press Save:

Step 2: Sync a Customer from QuickBooks Desktop to Procore

First, you will want to make sure you have a QuickBooks Desktop Customer that you can reference in the Project:

Here is an example of a Customer that I have synced that I will reference in the Project I export to QuickBooks Desktop:

Step 3: Add QuickBooks Desktop Customer to Project Directory

To add a Customer to the Project Directory, select Project Tools --> Directory. Select the Companies tab, and press Bulk Add from Co. Directory:

Select the Customer you previously synced, and press Add to Project:

Step 4: Select Customer in Drop-down for "Customer" Custom Field

Go to Project Tools --> Admin: 

Scroll to the bottom of the page and select the Customer from the Customer field. Press Update:

Step 5: Sync the Project

You will now be able to sync the Project to QuickBooks Desktop with the Customer reference:

The Project will be associated with the Customer in QuickBooks Desktop: