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Configure the Vendor Type Import Settings for QuickBooks

Objective

To configure the vendor type import settings for the company's ERP Integrations tool. 

Background

 A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which QuickBooks vendor types to import into Procore. 

Things to Consider

  • Required User Permission: 'Admin' level permission to the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Configure ERP Integrations Settings link in the right pane. 
  3. Click the Vendor Type Import Settings link in the right pane.



    This reveals a list of vendor types from your QuickBooks system.
  4. Mark the checkboxes the correspond to the desired Vendor Types.



    (Note: Vendor Types are created in QuickBooks to give accountants the ability to classify your vendor information in a way that is meaningful to your business. In addition, when a checkbox is grayed out and unavailable, the import filter cannot be cleared because the QuickBooks data has already been synced with Procore).

See Also

 

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