As part of the demonstration, we will be exporting QBO Vendor to as an example. This following steps apply on QBO Customer. 3. Select the Unmapped QBO Vendors tab. 4. Click on the export button next to the QBO Vendor. 5. Click yes to export it to Procore. 6. The…
NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if your Procore Vendor is mapped to QuickBooks Customer, it will not exist in QuickBooks Vendor mapped and unmapped table, vice versa. 1. From Onecore, go to Vendors > General Settings….
Yes, you can. Just re-apply the bill’s in QuickBooks. In QuickBooks:
Overview You can replay transactions if any of the following has occurred: To fix the issue, you are normally required to: This demonstration will assume that the transaction does not get through due to the vendor isn’t mapped as an example. Steps 1. Go to OnecoreQBO Transaction Dashboard. 2. Identify…
Requirements from OneCore QBO: In this demonstration, I will be using Product / Service (QBO Item) in my OneCore – Cost Code Expense Mapping Type configuration. To create From QBO, open New > Bill. 2. Select a vendor, due date, and enter a Bill no. 4. Enter the description, quantity,…
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as the QBO invoice’s or bill’s date. 3. Select ‘QBO Payment Terms‘ in the drop-down for ‘Invoice Due Date Type‘. 4. With this option selected, we will use the mapped QBO…
In OneCore QBO, each Procore Vendor can only be mapped to either a QBO Vendor or a QBO Customer. So, if you can’t find a Procore Vendor in your QBO Vendor table, please check the QBO Customer Mapping table to see if that particular vendor has already been mapped there.
NOTE: One Procore Vendor only can be mapped to either one Quickbooks Customer or QuickBooks Vendor. That being said, if your Procore Vendor is mapped to QuickBooks Customer, it will not exist in QuickBooks Vendor mapped and unmapped table, vice versa. 1. From Onecore, go to Vendors > General Settings….
The following tutorial applies to Project Expense Mapping (Account/Item) as well. 2. Select a project. 3. If the project cost codes are created from the standard cost codes, they can be auto-mapped by selecting the project/s and clicking auto map from standard cost codes for selected or all projects. 4….
1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh Projects for both Procore Projects and QBO Projects 3. Go to Projects > Project Mapping. 4. Navigate to the “Unmapped Projects” tab in the table. 5. Click…