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Permissions

ERP Integrations: QuickBooks 

The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.

Task None Read-only Standard Admin Procore point of contact
Accept or Reject a Budget Integrated with QuickBooks     icon_checkmark_h17.png* icon_checkmark_h17.png  
Accept or Reject a Change Order Sent to ERP     icon_checkmark_h17.png* icon_checkmark_h17.png  
Accept or Reject a Commitment Sent to ERP     icon_checkmark_h17.png* icon_checkmark_h17.png  
Accept or Reject a Project Sent to ERP     icon_checkmark_h17.png* icon_checkmark_h17.png  
Add a New Procore Project into QuickBooks     icon_checkmark_h17.png icon_checkmark_h17.png  
Add a Procore Company into QuickBooks     icon_checkmark_h17.png* icon_checkmark_h17.png  
Add Standard QuickBooks Cost Codes to a Project icon_checkmark_h17.png§        
Add a QuickBooks Job to Procore     icon_checkmark_h17.png* icon_checkmark_h17.png  
Add a QuickBooks Vendor to the Company Directory icon_checkmark_h17.png        
Archive a QuickBooks Vendor in Procore     icon_checkmark_h17.png* icon_checkmark_h17.png  
Configure Cost Code Preferences for QuickBooks icon_checkmark_h17.png§        
Configure the ERP Integration Settings       icon_checkmark_h17.png  
Configure the Sync Schedule for QuickBooks       icon_checkmark_h17.png  
Configure the Vendor Type Import Settings       icon_checkmark_h17.png  
Consolidate and Link Vendors to Companies          
Consolidate Duplicates in the Company Directory     icon_checkmark_h17.png* icon_checkmark_h17.png  
Export a Change Order from Procore to QuickBooks     icon_checkmark_h17.png* icon_checkmark_h17.png  
Export a Commitment from Procore to QuickBooks     icon_checkmark_h17.png* icon_checkmark_h17.png  
Install and Configure the QuickBooks Web Connector         icon_checkmark_h17.png
Link a QuickBooks Vendor to a Procore Company icon_checkmark_h17.png        
Perform an On-Demand Sync          
Re-send a Rejected Change Order to ERP icon_checkmark_h17.png        
Re-send a Rejected Commitment to ERP icon_checkmark_h17.png        
Refresh the Vendor List         icon_checkmark_h17.png
Request to Enable ERP Integration for QuickBooks icon_checkmark_h17.png\\        
Restore an Archived QuickBooks Vendor     icon_checkmark_h17.png icon_checkmark_h17.png  
Retrieve a Budget from ERP icon_checkmark_h17.png**        
Retrieve a Change Order from ERP icon_checkmark_h17.png        
Retrieve a Commitment from ERP icon_checkmark_h17.png        
Retrieve a Project from ERP icon_checkmark_h17.png§        
Retrieve a QuickBooks Job from ERP icon_checkmark_h17.png§        
Send a Budget to ERP icon_checkmark_h17.png**        
Send a Change Order to ERP icon_checkmark_h17.png        
Send a Commitment to ERP icon_checkmark_h17.png        
Sync QuickBooks Data with Procore         icon_checkmark_h17.png
Unlink a QuickBooks Vendor         icon_checkmark_h17.png
View an Accountant Report         icon_checkmark_h17.png
View the Archived Vendors List         icon_checkmark_h17.png

* The user also requires the 'Can Push to Accounting' privilege. To submit a request for this privilege, contact your Procore point of contact.

† The user also requires 'Admin' level permission to the company's Portfolio tool or 'Standard' level permission to the company's Portfolio tool and the 'Add New Project' privilege. To submit a request for this privilege, contact your Procore point of contact.

‡ The user requires 'Admin' level permission to the company's Directory tool. 

§ The user requires 'Admin' level permission to the company's Admin tool. 

¶ The user requires 'Admin' level permission to the Change Orders and Commitments tools. 

\\ The user must be a Company Administrator to submit a request. 

** The user requires 'Admin' level permission on the project's Budget tool. 

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Create User Permission Templates.

Job Role None Read-only Standard Admin
Accountant       icon_checkmark_h17.png
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent icon_checkmark_h17.png      

 

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Last modified
12:48, 12 Jan 2017

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