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Connect Procore to Quickbooks like Magic

How to Use Magical to Transfer Data from Procore to Quickbooks
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Transfer Data from Procore to Quickbooks: A Step-by-Step Guide

With Magical, you can transfer data from Procore to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Procore to Quickbooks, helping you streamline your financial management and project management processes.

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More Procore integrations with Magical

What Procore data can you transfer

Magical enables you to transfer a wide array of data from Procore to Quickbooks. Here are some examples of the information you can extract:

Project Name
Project Budget
Project Timeline
Project Status
And move more types of information by creating your own custom labels.

How to Transfer data from Procore to Quickbooks using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Procore to Quickbooks for more efficient project and financial management. Follow these steps:

  1. Sign in to your Procore account and open the project containing the data you want to transfer, such as project name, budget, timeline, and status.
  2. In Procore, label the information you want to transfer with Magical, like Project Name, Project Budget, Project Timeline, or Project Status.
  3. Sign in to your Quickbooks account and open the record where you want to add the Procore data.
  4. Type "//" in an empty field and select the information you want to transfer from Procore such as Project Name, Project Budget, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Procore and Quickbooks

Efficient project and financial management are crucial to maintaining a successful business. Procore is a powerful project management platform and Quickbooks is a robust financial management solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Procore to Quickbooks, allowing you to focus on managing your projects and finances more effectively.

Other ways to connect Procore and Quickbooks

Using Zapier

Zapier provides a seamless connection between Procore and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Procore and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower project and financial management teams with real-time insights, fostering improved communication and a superior business operations experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Procore and transfer data directly to Quickbooks. The extension is designed to simplify the process of data collection by automating the extraction of information from Procore. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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