When managing your Procore head contract claims and associated QuickBooks invoices, it’s crucial to understand the impact of actions such as approval and deletion on both platforms. This guide will walk you through the process and ensure a clear understanding of the steps involved.
In this demonstration, we will show you how you can delete your invoice that is linked to the Head Contract Claim.
Suppose that I have a Head Contract Claim that I no longer needed, but it is already in approved state.
Also, the Invoice created in QuickBooks. which is linked to the corresponding Head Contract Claim.
Steps:
Deleting an Approved Head Contract Claim without Payments in QuickBooks
1) Check if the linked QuickBooks invoice has any associated payments.
- Example: In the following scenario, no payments are associated with the invoice.
2) Return to Procore and locate the corresponding head contract claim. Delete the head contract claim.
3) OneCore will automatically delete the linked invoice in QuickBooks.
Deleting an Approved Head Contract Claim with Payments in QuickBooks
1) Confirm if the QuickBooks invoice has associated payments.
- Example: Navigate to the invoice in QuickBooks and check the top right corner.
2) If payments are present and you still want to delete the invoice, proceed to delete it from QuickBooks.
3) OneCore will automatically set the head contract claim in Procore back to draft status.
Additional information before proceeding to step 4.
If you wish to retain the head contract:
- Update the value in the Schedule of Values (SOV).
- Set the contract back to the approved status to activate the integration.
4) Now, delete the head contract claim in Procore.