ERP Integrations: QuickBooks
The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks.
1 Also requires the 'Can Push to Accounting' privilege.
2 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access.
3 Also requires 'Admin' level permission on the Commitments tool.
4 Also requires the 'Admin' level permission on the ERP Integrations tool.
5 Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Project Permissions Template.