QuickBooks Desktop - Workflow Diagrams

Last updated
Save as PDF

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Quickbooks.

Create and Sync a Project

Create and Sync Vendors

Set Up and Export a Budget

Update and Export a Budget

Create and Export Commitments

Set Up the Export Subcontractor Invoices Feature

Export Subcontractor Invoices

Create and Export CCOs

Create Standard Cost Codes in Procore and Sync to QuickBooks