Import Quickbooks Online Cost Catalog to Procore Estimating

Maintaining an accurate cost catalog is the backbone of any reliable estimate. Instead of manual data entry, this integration automatically pulls your Product and Service list directly from QuickBooks Online. This ensures that the costs you use for bidding match the items your accounting team uses for bookkeeping.

• Required Permissions:

  • 'Administrator' level user role in Procore Estimating.
    AND

  • Admin level access in Quickbooks Online.

• Additional Information:

  • Each Procore Estimating account can only be integrated with one QuickBooks Online Company file to maintain data integrity.

  • Re-importing the catalog will update existing items. If you have custom pricing in the estimation software that differs from QuickBooks, ensure you want those values overwritten before syncing.

1. Navigate to your account in Procore Estimating.

2. Click your name in the upper right corner.

3. Click Integrations.

4. Click Integrate on the Quickbooks integration.

5. Upon activation, the Integrate button is replaced by a green Activated checkmark.
   Note: If the button fails to show Activated, disable your browser's pop-up blocker to allow the QuickBooks login window to appear.

6. Click the Cost Catalog tab.

7. The QuickBooks subfolder within Imported Parts contains all cost items synced from your QuickBooks Online Products and Services list.