How to Map Cost Codes to MYOB Accounts in OneCore MYOB 1. From OneCore, go to Standard Cost Codes > General Settings. 2. Select Refresh Cost Codes and Accounts to...
How to map Procore Vendors to Xero Contacts; vice versa 1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list...
Interfy Pre-Onboarding Requirements for MYOB Customers Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user ‘administrator’ access at the...
How to map Procore Vendors to MYOB Contacts; vice versa? 1. From Onecore, go to Vendors>Vendor Mapping. 2. Select Refresh Vendors and Contacts to ensure you have an up-to-date list...
How to map to an existing project in OneCore MYOB 1. To map to an existing project from OneCore, go to Projects/Jobs>General Settings: 2. Click on Refresh Projects to refresh...
How to re-map an expense cost code mapping in OneCore MYOB? Login to OneCore and go to Standard Cost Codes>Expense Mapping. 2. Select the Mapped Standard Cost Codes tab. 3. Search...
How to map project specific cost codes in OneCore MYOB? From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost...
How to map project specific cost codes in OneCore Xero From OneCore, go to Project Cost Codes>Expense Mapping. 2. Select the Mapped Cost Codes tab. 3. If the project cost...
How Can I Import MYOB Contacts into Procore? Login to OneCore. Go to Vendors>Vendor Mapping. 3. Select the Unmapped MYOB Contacts tab. 4. Click on the export button...
Raising zero dollar claims in MYOB Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for...
If I create claim in Procore, approve it, but then change my mind and delete it, will that also delete the MYOB invoice? No, the corresponding MYOB invoice will not be deleted from MYOB, as this is not how the integration works. You...
Why haven’t my old MYOB invoices been created in Procore before the integration? Previous MYOB transactions won’t be pushed across to Procore direct costs, unless an update is made to the invoice from...
What if I don’t want a MYOB direct cost to be created in Procore? If you don’t want a MYOB direct cost to be created in Procore because it’s for something like an in-house...
Can a Procore direct cost be updated after it’s paid? Yes, you can update this in both Xero and MYOB. You need to remove the payment, edit the transaction and...
Procore Expense Workflows for MYOB Commitment Workflow (Procore to MYOB) When you receive an invoice that relates to a commitment in Procore (PO/SC), you will...
How to configure Default Cost type in MYOB? Overview Currently, MYOB doesn’t have the cost tracking categories. So, in order to provide a better integration, Onecore allows you...
How to configure Default Cost type in Xero? Overview If you are unable to provide a tracking category to be used for cost type, onecore allows you to...
How to configure Many to One Cost Code Mapping in MYOB? Overview Ideally, for every single Procore cost code there will be one MYOB general ledger account enabling a one to...
How Do I switch between different company instances in OneCore? If you have more than one integration instances, to switch between them follow the following steps: Goto OneCore dashboard and...
What do I do if I rename a project in Procore ? Follow the following steps if you rename the project in Procore: 1. Rename the projects in Procore. 2. Goto OneCore,...
Distributing Costs to Projects for Staff on the payroll (ie. Salaried Staff) using the Manual Journal Direct Cost Tool in MYOB If you would like to send costs to projects for salaried staff you can use the OneCore Manual Journal Direct...
What’s changed in OneCore MYOB March 23 Following Functionality has been changed/ added in this release: Enabling this option will allow line item consolidations in the generated...
Interfy Onboarding Requirements for QBO Customers COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both...
OneCore: Quickbooks Online Feature Guide ( Part 2 ) Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors & Contacts. General Settings General Settings...
OneCore: Quickbooks Online Feature Guide ( Part 1 ) Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on...
How Do I Activate Expense, Credit Memo & Journal Entry in OneCore? From OneCore menu, go to Direct Costs > Transaction Types. 2. From ‘enable transaction types’ tick the transaction type you...
Creating and paying a head contract progress claim in QuickBooks 1. From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. ...
How to map to an existing project in OneCore QBO 1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh...
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...
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...
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 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 –...
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 can I 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...
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,...
What if I’ve forgotten my OneCore password? Please contact Interfy Support at support@interfy.com.au or +61 08 7079 1055.
Setting up Sub Job Integration If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below every time...
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 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...