Settings
AR Invoice Settings can be found at:
From here, you can configure how approved Procore payment applications sync to QuickBooks.
Sync Payment Applications to QuickBooks
When enabled, approved Procore payment applications will sync to QuickBooks as Invoices.
AR Retainage Item
All retainage on the Procore payment application is consolidated into a single QuickBooks line item using this Product/Service.
Consolidate Invoice Line Items
When enabled, all payment application line items are combined into a single QuickBooks invoice line item.
Consolidated Invoice Line Item
If consolidation is enabled, this is the Product/Service used for the consolidated line item.
To review or troubleshoot past syncs, click the View Syncs link beneath the “Sync payment applications to QuickBooks” setting.
Payment Application Sync Management
The Payment Applications page displays all approved Procore payment applications along with their sync status.
Click the value in the Invoice # column to open the payment application in Procore.
Click the QuickBooks ID value to open the corresponding invoice in QuickBooks.
Filtering and Sorting
You can filter and sort payment applications to quickly find what you need.
Sorting: Click the Synced At column header to sort by sync date.
Filtering: Use the filter dropdown to filter by sync status (e.g., Synced, Not Synced, Failed).
Fixing Failed Syncs
For payment applications that failed to sync:
Click the Fix button on the far right of the row.
Fill in any missing mappings.
Resync the payment application.
Deleted Payment Applications
If a payment application is deleted in Procore, it will be flagged as Deleted in the Invoice # column.
To delete the corresponding invoice in QuickBooks, click Delete from QuickBooks.
