Archive a QuickBooks® Online Vendor in Procore
Objective
To archive a vendor from an integrated ERP system using the ERP Integrations tool.
Background
If you have a vendor in an integrated ERP system that will no longer be used on future Procore projects and the vendor has been added to Procore's Company Directory, it is recommended that you archive it. When you archive a vendor, the vendor/company will no longer display in the 'Vendors only in QuickBooks® Online ERP Integration' list on the Vendors tab of the ERP Integrations tool (Note: Archiving a vendor/company record in Procore will not affect the vendor record in the integrated ERP system).
Things to Consider
- Required User Permission:
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- Additional Information:
- You can only archive a vendor that is not linked to a company in Procore. See Unlink a QuickBooks® Online Vendor.
Steps
- Navigate to the company's ERP Integrations tool.
This reveals the Integrations page. - Click the Vendors subtab.
This opens the Vendors list. - In the 'Vendors only in QuickBooks® Online ERP Integration' area, click the red 'x' icon to archive the vendor.
This moves the selected record to the 'Archived Vendors' list (Note: Because vendor information is required for historical reference, deleting vendors from Procore is NOT permitted).