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Procore

Refresh the Vendor List for QuickBooks® Online

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Objective

To refresh the vendor list when Procore is configured to work with an integrated ERP system

Background

If you have entered new vendors in QuickBooks® Online, you can use the Refresh button in the Vendors subtab of the ERP Integrations tool to display the new QuickBooks® Online vendors in the Ready to Import filter of the Vendors subtab in the ERP Integrations tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors subtab. 
  3. Click the Refresh Vendor List button in the right pane.
    After the "Vendor List successfully refreshed" message appears at the bottom of the screen, the browser page can be refreshed to display the new results.

Next Steps