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Procore

Which setting do I enable in QuickBooks to export invoices with the ERP Integrations tool?

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Answer

If your company has enabled the ERP Integrations tool and configured it to work with QuickBooks, you will need to enable a configuration setting in your QuickBooks system's Inventory Preferences in order to successfully export a Procore invoice.

  1. Log in to the data file as an Admin user. 
  2. Choose Edit > Preferences.
  3. Click Items & Inventory.  
  4. Click Company Preferences.
  5. Place a checkmark in the Inventory and purchase orders are active box. 
  6. Verify that the other settings match the ones pictured below. 

    quickbooks-item-settings.png
     
  7. Click OK to save the setting.

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