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Procore to QuickBooks or Sage 300 setup for Burlington General Contractor contractors

WBS, commitments, change orders, owner billing and WIP all live in Procore. If the accounting rules were not designed first, WIP becomes a monthly spreadsheet and the bank gets numbers that do not tie. Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots.

01  How general contractor shops break on Procore

The problem is upstream, before accounting sees it.

  • Cost codes that never crosswalked to the GL.
  • Owner billing and retainage handled inconsistently.
  • WIP built by hand, late, and different every month.
02  The build

Fixed scope, $4,000 to $6,000 plus HST. Only after the audit says it is worth it.

  • A cost-code crosswalk that ties Procore reality to the GL.
  • An approver routine for commitments and owner billing.
  • Retainage treatment that matches the Construction Act.
  • A monthly WIP bridge that supports the accounting schedule.
03  Local to Burlington

On call across the Golden Horseshoe.

Burlington is one of Ontario's most competitive markets, where thin margins punish blind spots. I work with Burlington general contractor contractors here and across Burlington, Aldershot and Waterdown. Looking for the fractional CFO side? See fractional CFO in Burlington, or the full Procore integration page.

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The $750 plus HST Diagnostic Audit shows exactly what is breaking between Procore and your books.