Requirements from OneCore QBO:
- Mapped Vendor
- Mapped Project
- Mapped Cost Type
- Mapped Expense Cost Code at the Project level
- For your Cost Code Expense Mapping in the Standard Cost Code, if you chose “Product/Service,” ensure that your Expense Cost Code Item is properly mapped.
- Similarly, if you opted for “Category” in your Cost Code Expense Mapping Type within the Standard Cost Code, make certain that your Expense Cost Code Account is appropriately mapped.
- For your Cost Code Expense Mapping in the Standard Cost Code, if you chose “Product/Service,” ensure that your Expense Cost Code Item is properly mapped.
- Similarly, if you opted for “Category” in your Cost Code Expense Mapping Type within the Standard Cost Code, make certain that your Expense Cost Code Account is appropriately mapped.
- For your Cost Code Expense Mapping in the Standard Cost Code, if you chose “Product/Service,” ensure that your Expense Cost Code Item is properly mapped.
- Similarly, if you opted for “Category” in your Cost Code Expense Mapping Type within the Standard Cost Code, make certain that your Expense Cost Code Account is appropriately mapped.
- For your Cost Code Expense Mapping in the Standard Cost Code, if you chose “Product/Service,” ensure that your Expense Cost Code Item is properly mapped.
- Similarly, if you opted for “Category” in your Cost Code Expense Mapping Type within the Standard Cost Code, make certain that your Expense Cost Code Account is appropriately mapped.
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, unit price, cost code account, project and cost type.
5. Click on Save once complete.
6. In OneCore Transaction Dashboard, click Search Icon in Procore column.
7. This is the sample invoice created from QBO Bill that is being sent to Procore Direct Cost.
To pay
1. Navigate back to QuickBooks Online’s bill through OneCore QBO Transaction Dashboard.
2. Click “Mark as Paid” in the QBO Bill
3. Fill the Paid Date in Bill payment, click “Save and close.”
4. Direct back to OneCoreQBO, check the transaction.
5. Open the direct cost that was being created in Procore, the paid date should be updated.
