QuickBooks Online – Demo

Smoothlink’s QuickBooks Online integration sits between your Procore and QBO accounts

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Features & Screenshots

Frequently Asked Questions

Does the integration support Procore's Work Breakdown Structure (WBS) Functionality?

Yes! Smoothlink’s QuickBooks Online integration supports Procore’s Work Breakdown Structure, you can use it as per normal and the integration will automatically reconcile information as per needed.

Can I edit a sync Procore Progress Claim?

You are able to edit a Procore Progress Claim as many times as you need to until a payment has been made inside QuickBooks Online for this progress claim.

Do I need to press a button to sync data to QuickBooks Online and vice versa?

No user interaction is required once the on-boarding process has been completed.

The integration will automatically update data in both systems.

Does the integration handle attachment(s)?

Yes, the integration will handle any invoice attachment from both systems.

Does the integration handle multiple QuickBooks Online Payments?

Yes, the integration will handle multiple payments on any QuickBooks Online invoice/bill.

Does the integration handle retention and/or retainage?

Yes, the integration will handle any retention and/or retainage present on your Procore Progress Claims (Prime Contract & Commitment).

How are taxes calculated?

QuickBooks Online will handle the tax for each line item according to the mapped Account Code.

How are taxes handled with Procore Payments?

When a QuickBooks Online Payment is send to Procore, taxes will get removed from the Procore Payment.

Note: we can disable this feature if you wish to reflect taxes on Procore Payments.

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