1. From Procore, select the project from the drop-down menu. 2. From Available Project Tools select Head Contract. 3. Click on the Number to open the head contract. 4. Click on Create Invoice 5. Enter the billing date and Invoice No click on Create to create…
This dashboard features: This dashboard shows where the transactions originate. (i.e Procore or QuickBooks) You can search transactions on date range There is a detailed log of all the transactions passing through the integration listed underneath. The increased search capabilities allow you to filter on the various transaction fields: Received,…
Overview: OneCore will use QuickBooks class to map with Procore project and the other for Procore cost type. What do we require: To select a QuickBooks class, follow the following steps: 2. Select the default QuickBooks class (main) from the drop down list 3. Click “Save Qbo Class Item” 4….
2. From ‘enable transaction types’ tick the transaction type you want to enable Click Save Transaction Types once done. Note: Credit card Transaction direct cost # begin with [CC], and journal entry [JE].
Basics Top Header Bar: The top header bar shows the logged in user from the top-right corner. When clicking on the logged in user you have the option to Change Password or Logout: The menu button allows you to minimize and maximize the left-pane menu: Left Pane Menu: The left…
Vendors: Vendors has three options: General Settings, Vendor Mapping, Customer Mapping and Inactive Vendors & Contacts. General Settings General Settings allows you to: Update the Procore Vendors, QuickBooks Vendors and QuickBooks Customers lists in OneCore. Basic configurations Refresh all Vendors and Contacts: Update the Procore Vendors, QuickBooks Vendors and QuickBooks…
COST CODE & VENDOR MAPPING Once the pre-onboarding tasks have been completed, our support team will import data from both Procore and QBO into our integration platform (OneCore) where data can be mapped across both systems. A login to OneCore will be created and supplied to begin the onboarding activities….