How to create and pay a direct cost from a QBO Bill Requirements from OneCore QBO: In this demonstration, I will be using Product / Service (QBO Item) in my OneCore –...
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 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...
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 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...
Configure Received Date Field in Direct Cost from QuickBooks Overview This document guides users on selecting the correct value for Procore’s Direct Cost Received Date Field. The field captures...
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...