Accept or Reject a Project for Export to QuickBooks® Desktop

Once you send a project to the ERP Integrations tool, an Accounting Approver must accept it before it can export to your accounting system.

• Required User Permissions on the company's ERP Integrations tool.

• Additional Information:

  • If the project does not appear in the Ready to Export tab, see Why is my Procore project missing from the ERP Integrations tool?

  • Click the link in the Project Name field to view project details. You must have permission to access the project to use this link.

• Create a New Project.

  • When creating a project, select ERP-sync this Project in the 'ERP Integrations' section to allow the project to sync with your accounting system.

• Add ERP Standard Cost Codes to a Project.

• Assign Default Cost Types To ERP Standard Cost Codes.

• Send a Procore Project to ERP for Accounting Acceptance.

1. Navigate to the company's ERP Integrations tool.

2. Click the Jobs tab.

3. Under Filters, click Ready to Export.
   

   

4. Continue with one of the following:

   • ​Accept the Project

   • Reject the Project

1. Review the project information in the Jobs tab.

2. Click Accept.
   

   

3. In the Status column, select the QuickBooks® Desktop Customer from the dropdown menu related to this project.
   

   

4. Click Export to Quickbooks.

   • If the export process is successful, the system moves the project(s) to the 'Synced Projects' list. To view this list, click Synced in the 'Filters' menu.

   • If the export fails, an error message will appear and the system will move the project to the Failed to Export list. To view this list, click Failed To Export in the 'Filters' menu.

1. Review the project information in the Jobs tab.

2. Choose Reject.

3. Enter a brief comment to explain why the project was rejected in the Enter a Comment (Optional) field.
   

   

4. Click Reject.

   • The system sends an 'ERP Project Rejection Notification' email to the project creator and the project's Accounting Approvers.

   • Procore removes the project from the Ready to Export list and makes it editable in the project's Admin tool. The user can then correct the project and resend it to the ERP Integrations tool for approval.