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Add a QuickBooks Vendor to the Company Directory

Objective

To add a QuickBooks vendor as a new company entry in your company's Directory tool. 

Background

Vendors that exist in QuickBooks can be added to the Procore directory using the steps below. This process takes your QuickBooks vendor data and automatically creates a new company record in your company's Directory tool. It also creates a link between the two records.

Important! Before using these steps to add vendor, always check your company's Directory tool to ensure a matching record doesn't already exist. 

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool
  2. Click the Vendors subtab. 
  3. In the 'Filters' menu, click Ready to Import link. 
  4. Review the list in the 'Vendors Only in QuickBooks' page. 
  5. For each vendor in the list, check to see if there is a matching company record in Procore's Company Directory. Then choose from these options:
    • If a match exists, follow the steps in Link a QuickBooks Vendor to a Procore Company
      OR
    • If no match exists, click the Add to Procore button (Note: This uses the vendor data from QuickBooks to create a matching record in your Company Directory. A link is automatically established between the QuickBooks vendor and the Procore company). 
  6. Repeat the previous step for every vendor in the list. 

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Last modified
09:26, 12 Aug 2016

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