• 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 accounts are being tracked in the accounting system. In this tutorial, we will be guiding you through how to import the standard cost code from the company level to the…

  • 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 with bills in QuickBooks, you can categorize expenses using categories and provide specific details about the items being purchased using item details. In OneCore, users need to specify the line…

  • 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 to QBO. 3. Click the yellow icon. 4. Make sure the “Create QBO Timesheet” is checked, and click Save General Settings.

  • 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, I will be showing you the recommended method to update your QuickBooks Invoice. This is my QuickBooks Bill from the Procore Commitment Claim that is generated by OneCore. Commitment Claim…

  • 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 payment applied to the associated head contract or commitment claim generates a corresponding payment issue record in Procore. For commitment or head contract claims, partial payments from QBO Bill Payment…

  • 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 situation. This will increase the count of general ledger accounts in QuickBooks which some organizations are reluctant to manage. So, a multi-mapping can be enabled on request.Note: Enabling this feature…

  • 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 Apply i.e. last month. 3. Scroll down to failed transactions. Click on the icon to view each type of failed transaction, or from the filter select the type. 4. Look…

  • 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 demonstration, I will be showing you the recommended method to update your QuickBooks Invoice. This is my QuickBooks Invoice from Procore Head Contract Claim that is generated by OneCore Head…