Export a Procore Company Record to QuickBooks® Online

Objective

To export a vendor/company record in Procore to an integrated ERP system.

Background

If your company has enabled the ERP Integrations tool, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. 

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Prerequisites:
  • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with QuickBooks® Online. See the QuickBooks® Online: Setup Guide  

Steps

To export a company record from Procore to QuickBooks® Online:

1. Add a Company in the Project Directory or Add a Company in the Company Directory. 
2. Send a Procore Company to ERP Integrations for Accounting Acceptance
   Note: If you need to make changes to a vendor/company record before the data has been accepted by an accounting approver for export, see:
   • Retrieve a Company from ERP Integrations Before Acceptance
   • Resend a Rejected Company to ERP Integrations for Accounting Acceptance
3. Accept or Reject a Company for Export to QuickBooks® Online 

See Also

• Are accounting approvers notified when there are ERP items awaiting acceptance in the ERP Integrations tool?