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Procore

Create and Sync Vendors with the QuickBooks Integration

Objective

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

Background

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

Demo

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Workflow

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

Steps

  1. Determine where you want to create your company records: In Procore or in QuickBooks®. 
  2. If you have created company records in Procore:
  3. If you have created vendor records QuickBooks®: