How to map project-specific cost codes (Revenue and Expense) in OneCore QBO
The following tutorial applies to Project Expense Mapping (Account/Item) as well. 2. Select a project. 3. If the project cost...
FAQ
Common user queries.
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How to map Procore Vendors to QBO Vendors; vice versa
NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if... -
Why does my Procore Vendor not exist in the unmapped table?
In OneCore QBO, each Procore Vendor can only be mapped to either a QBO Vendor or a QBO Customer. So,... -
Using QBO Payment Terms for Procore Claims
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as... -
Resolving Transaction Errors in QBO: A Guide to Troubleshooting and Replay
Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required... -
Can a Procore direct cost be updated after it’s paid?
Yes, you can. Just re-apply the bill’s in QuickBooks. In QuickBooks: -
How to map Procore Vendors to QBO Customers; vice versa
NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if... -
How to import QBO Vendor/QBO Customer into Procore
As part of the demonstration, we will be exporting QBO Vendor to as an example. This following steps apply on... -
Can a Procore Head Contract Claim be updated?
In short, yes you can. Here’s how. Head Contract Claim Method 1 – From QuickBooks Online (Highly Recommended) In this... -
How Can I View Failed Transactions?
You can view failed transactions from the OneCore QBO Dashboard. 2. Select the date range to filter by. Click on... -
How to Configure Many-to-One Cost Code Mapping in QBO?
Overview Ideally, for every single Procore cost code, there will be one QuickBooks general ledger account enabling a one-to-one mapping... -
Partial payments from QuickBooks to Procore and GST
In OneCore integration, bill payment follows a one-to-one mapping for commitment and head contract claims. In simpler terms, each bill... -
Can a Procore Commitment Claim be updated?
In short, yes you can. Here’s how. Commitment Claim Method 1 – From QuickBooks Online (Highly Recommended) In this demonstration,... -
Time Sheeting & Labour Job Costing Setup for QBO
1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Once the module has been activated, the “Timesheet –... -
How to Activate Create QuickBooks Timesheet based on Employee
1. Go to Timesheet – Job Costings > Employee Mapping 2. Ensure that the desired Procore Employee is already mapped... -
What if I’ve forgotten my OneCore password?
Please contact our support team by email at support@interfy.com.au or call us +61 08 7079 1055. -
Mapping Type in OneCore QBO – Important!
In QuickBooks, “category” and “item details” refer to two types of line items when recording transactions: So, when you’re dealing... -
How to re-use Standard Cost Code in Procore Subjob?
Overview Ideally, we would like to keep the standard cost code across different projects and sub-jobs to make sure consistent... -
Managing Deletion Procore Head Contract Claims
When managing your Procore head contract claims and associated QuickBooks invoices, it’s crucial to understand the impact of actions such... -
Managing Deletion of Procore Commitment Claims
When managing your Procore commitment claims and associated QuickBooks bills, it’s crucial to understand the impact of actions such as... -
How to Activate Reverse Direct Cost (Procore -> QuickBooks)
1. Go to Projects > Project Mapping 2. Select the Pencil Icon on any Project you would like to activate... -
How to consolidate the Retention Line Item in Commitment Claim?
Overview Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention... -
Project Setup for integration to Quickbooks Online using Procore Custom Field
OneCore now has a new feature that makes it easy for users to map projects automatically when they create them.... -
How do I enter old commitment or head contract claims into Procore without them being created in QBO?
When a commitment or head contract claim is approved, the integration will automatically create an invoice in QBO. The development... -
Configuring Default QBO Retention Tax Code – Excluding US Instance
Overview This document guides users on set the QBO Retention Tax Code in OneCore. The retention tax code will be... -
How To Map To Tax Code in OneCore QBO – Excluding US Instances
Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on... -
How to configure Retention Type in Line Item?
Overview This tutorial will guide you on how to set the retention type during creation, choosing either the Line Item... -
Interfy Pre-Onboarding Requirements for Procore to QBO OneCore Customers
PROCORE SYSTEM PERMISSIONS Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’...
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