Create and Sync Vendors with the QuickBooks® Online Integration

Objective

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

Background

The integration between the vendor data in Procore and QuickBooks® Online 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® Online, or (2) From QuickBooks® Online to Procore. To learn the specific steps for creating and syncing data between the two systems, see the Workflow 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.

Workflow

This tutorial is part of a bigger process outlined in this 'Create and Sync Vendors' workflow

Steps

Determine where you want to create your company records: In Procore or in QuickBooks® Online.
If you have created company records in Procore:
- First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory.
- Next, determine if the matching vendor record exists in QuickBooks® Online:
  - If the matching record exists in QuickBooks® Online, see Link a QuickBooks® Online Vendor to a Procore Company.
    OR
  - If the matching vendor record does NOT exist in QuickBooks® Online, see Export a Vendor/Company to QuickBooks® Online.
If you have created vendor records QuickBooks® Online:
- Determine if the matching company record exists in Procore. Then:
  - If the matching company record exists in Procore, see Link a QuickBooks® Online Vendor to a Procore Company.
    OR
  - If the matching company record does NOT exist in Procore, see Add a QuickBooks® Online Vendor to the Company Directory.

Objective

Background

Things to Consider

Workflow

Steps

See Also