COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both...

Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors & Contacts. General Settings General Settings...

Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on...

Overview: OneCore will use QuickBooks class to map with Procore project and the other for Procore cost type. What do...

1. From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. ...

1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh...

The following tutorial applies to Project Expense Mapping (Account/Item) as well. 2. Select a project. 3. If the project cost...

NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if...

1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as...

Requirements from OneCore QBO: In this demonstration, I will be using Product / Service (QBO Item) in my OneCore –...

Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required...

Yes, you can. Just re-apply the bill’s in QuickBooks. In QuickBooks:

NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if...

In short, yes you can. Here’s how. Head Contract Claim Method 1 – From QuickBooks Online (Highly Recommended) In this...

You can view failed transactions from the OneCore QBO Dashboard. 2. Select the date range to filter by. Click on...

Overview Ideally, for every single Procore cost code, there will be one QuickBooks general ledger account enabling a one-to-one mapping...

In short, yes you can. Here’s how. Commitment Claim Method 1 – From QuickBooks Online (Highly Recommended) In this demonstration,...

1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Once the module has been activated, the “Timesheet –...

Please contact our support team by email at support@interfy.com.au or call us +61 08 7079 1055.

Overview Ideally, we would like to keep the standard cost code across different projects and sub-jobs to make sure consistent...

If ‘Sub Jobs’ are used in a Procore project, you need to complete the mapping as described below every time...

When managing your Procore head contract claims and associated QuickBooks invoices, it’s crucial to understand the impact of actions such...

When managing your Procore commitment claims and associated QuickBooks bills, it’s crucial to understand the impact of actions such as...

Raising a Procore claim where all line items have $0 for work completed this period: If a claim is for...

Overview Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention...

OneCore now has a new feature that makes it easy for users to map projects automatically when they create them....

Overview This document guides users on set the QBO Retention Tax Code in OneCore. The retention tax code will be...

Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on...

Overview This tutorial will guide you on how to set the retention type during creation, choosing either the Line Item...

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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