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Create and Sync Vendors with the QuickBooks Integration


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


The integration between the vendor data in Procore and QuickBooks® Desktop 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® Desktop, or (2) From QuickBooks® Desktop 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. 
    • 'Admin' level permission to the company's Directory tool.





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


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