{"id":4152,"date":"2025-07-08T14:55:43","date_gmt":"2025-07-08T05:25:43","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=4152"},"modified":"2026-01-21T02:45:03","modified_gmt":"2026-01-20T16:15:03","slug":"interfy-pre-onboarding-requirements-for-procore-to-qbo-onecore-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/interfy-pre-onboarding-requirements-for-procore-to-qbo-onecore-customers\/","title":{"rendered":"Interfy Pre-Onboarding Requirements for Procore to QBO OneCore Customers"},"content":{"rendered":"

PROCORE SYSTEM PERMISSIONS<\/h3>\n
    \n
  1. Create a new user in your Procore instance with the email address: support@interfy.com.au<\/li>\n
  2. Allow this user \u2018administrator\u2019 access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we troubleshoot and provide support.<\/a><\/li>\n
  3. Although not required, to assist us with troubleshooting, please allow this user \u00a0 access to all existing projects and any newly created ones with admin permissions:<\/li>\n<\/ol>\n

    <\/a><\/p>\n

    QBO SYSTEM PERMISSIONS<\/h3>\n
      \n
    1. Please create a new User in your QBO instance named OneCore Connect Support (First Name Interfy, Last name Support) with the email address: support@interfy.com.au<\/li>\n
    2. Allow ‘Company admin’ permissions:<\/li>\n<\/ol>\n

      \"\"<\/p>\n

      PROCORE COST CODES AND QBO ACCOUNTS<\/h3>\n

      Ensure that all Procore Standard Cost Codes have an equivalent QBO Account or Item that it can be mapped to. This is a key requirement in ensuring transactions can be processed between both systems without issue.<\/p>\n

      MERGE DUPLICATE PROCORE COMPANY VENDORS<\/h3>\n

      Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to QBO contacts and customers.<\/p>\n

      A step by step guide is provided in the following link.<\/p>\n

      https:\/\/support.procore.com\/products\/online\/user-guide\/companylevel\/directory\/tutorials\/merge-companies<\/a><\/p>\n

      MERGE DUPLICATE QBO CUSTOMERS<\/strong><\/h3>\n

      Removing duplicate customers in QBO is a recommended task as this will eliminate confusion when mapping to Procore company vendors.<\/p>\n

      A step by step guide is provided in the following link.<\/p>\n

      https:\/\/quickbooks.intuit.com\/learn-support\/en-au\/help-article\/manage-customers\/merge-duplicate-accounts-customers-suppliers\/L5AOyW9kw_AU_en_AU<\/a><\/p>\n

      CONTACT INTERFY SUPPORT<\/h3>\n

      Once these tasks have been completed, contact us (support@interfy.com.au) to continue with getting the integration up and running.<\/p>\n\n\n

      <\/p>\n\n\n\n

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      PROCORE SYSTEM PERMISSIONS Create a new user in your Procore instance with the email address: support@interfy.com.au Allow this user \u2018administrator\u2019 access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we…<\/p>\n","protected":false},"author":12,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67,65],"ht-kb-tag":[47,89,64],"class_list":["post-4152","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-qbo","ht_kb_category-qbo-onboarding","ht_kb_tag-check","ht_kb_tag-onboarding","ht_kb_tag-qbo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4152"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4152\/revisions"}],"predecessor-version":[{"id":5198,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4152\/revisions\/5198"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4152"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4152"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}