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...
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...
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,...
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...
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...
Raising zero-dollar claims in QuickBooks Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for...
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...
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...