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Create and Sync Vendors with the QuickBooks Integration

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for QuickBooks.

Background

The integration between the vendor data in Procore and QuickBooks is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to QuickBooks, or (2) From QuickBooks to Procore. To learn the specific steps for creating and syncing data between the two systems, see the DemoWorkflow, and Steps below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the ERP Integrations tool. 
      AND
    • 'Admin' level permission to the company's Directory tool.

Demo

 

Workflow

Steps

  1. Determine where you want to create your company records: In Procore or in QuickBooks. 
  2. If you have created company records in Procore:
  3. If you have created vendor records QuickBooks:
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Last modified
10:17, 20 Mar 2017

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