DIRECT To QB BILLS

Last updated: June 16, 2026

Overview

Direct bill creation lets you upload invoice documents and create bills directly in QuickBooks without routing them through Procore first. This is useful when you want to record a bill in your accounting system without involving a Procore commitment, project approval, or invoice workflow.

The setting is available for both QuickBooks Online and QuickBooks Desktop, and each is controlled independently. This article explains how to enable the setting, what changes once it's on, and how to create a direct bill.

Standard invoices flow through Procore for approval before syncing to QuickBooks. Direct bills skip Procore entirely and are created in QuickBooks straight from inBuild.

Before You Begin

A few requirements must be in place before you can enable direct bill creation.

  • You must be a Procore Company Admin. The toggle is disabled for all other users.

  • A QuickBooks integration must already be connected and configured. Enable the setting for QuickBooks Online if you use QBO, or QuickBooks Desktop if you use QBD.

  • Accounting integrations must be available to your company. If you don't see the section described below, contact inBuild support.

Enabling Direct Bill Creation for QuickBooks Online

Turning on this setting adds a new option to the upload flow so you can create QBO bills directly from a document.

  1. Navigate to Settings.

  2. Open Accounting Integrations.

  3. Select your QuickBooks Online integration.

  4. Locate the Direct QBO Bills section on the configuration card.

  5. Toggle Enable direct bill creation on.

The change saves immediately. If the update fails, the toggle will revert and an error message will appear.

Enabling Direct Bill Creation for QuickBooks Desktop

The QBD setting works the same way and is enabled independently from the QBO setting.

  1. Navigate to Settings.

  2. Open Accounting Integrations.

  3. Select your QuickBooks Desktop integration.

  4. Locate the Direct QBD Bills section.

  5. Toggle Enable direct bill creation on.

You can turn on direct bill creation for QBO, QBD, or both. The two settings don't affect each other.

Creating a Direct Bill

Once the setting is enabled, a new document type appears in the upload flow. inBuild uses AI to extract bill details from the document, lets you review the line items, and then sends the bill directly to QuickBooks when you submit it.

  1. Go to the upload page in inBuild.

  2. Upload your invoice document.

  3. Select the document type for direct bills (QBO Bill or QBD Bill, depending on your integration).

  4. Review the extracted bill details and line items. Add, edit, or remove line items as needed.

  5. Click Submit to send the bill to QuickBooks.

The bill is created in QuickBooks along with the uploaded document as an attachment. Procore is not involved at any step in this workflow.

Direct bills are not tied to a Procore commitment, project, or approval workflow. Once submitted, the bill is created in QuickBooks immediately. Confirm the details are correct before submitting.

Standard Workflow vs. Direct Bill Creation

Use the comparison below to decide which workflow fits the bill you're recording.

Workflow

Description

Standard workflow

Invoice is uploaded to inBuild, routed through Procore for approval, then synced to QuickBooks. Bills are tied to commitments, pay applications, or change orders.

Direct bill creation

Document is uploaded and the bill is created directly in QuickBooks. Procore is not involved, and the bill is standalone, not tied to a commitment or project workflow.

Frequently Asked Questions

Who can turn this setting on or off?

Only Procore Company Admins can change the setting. For other users, the toggle will appear disabled.

Does enabling direct bill creation affect my existing invoice workflows?

No. Standard invoices still flow through Procore as before. Direct bill creation simply adds a new document type to the upload flow that you can choose when you don't want to route a bill through Procore.

Will the original document be attached to the bill in QuickBooks?

Yes. The uploaded document is sent to QuickBooks along with the bill so it's available as an attachment on the bill record.