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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

 

Workflow

 

Create a Vendor in QuickBooks
Create a Vendor in Qui...
PROCORE
PROCORE
QUICKBOOKS
QUICKBOOKS

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the vendor/company record?
Where did you create the vendo...

 

Does a matching company record exist in Procore?
Does a matching company record...

 

Where did you create the company record?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Add a QuickBooks Vendor to Procore's Company Directory
Add a QuickBooks Vendor...

 

Does a matching vendor record exist in QuickBooks?
Does a matching vendor record exi...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in QuickBooks to Matching Companies in Procore
Link Vendors in QuickBoo...

 

Export a Procore Company Record to QuickBooks
Export a Procore Compan...

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:

See Also