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 Demo, Workflow, 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

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:
   • First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory. 
   • Next, determine if the matching vendor record exists in QuickBooks:
     • If the matching record exists in QuickBooks, see Link a QuickBooks Vendor to a Procore Company.
       OR
     • If the matching vendor record does NOT exist in QuickBooks, see Export a Vendor/Company to QuickBooks.
3. If you have created vendor records QuickBooks:
   • Determine if the matching company record exists in Procore. Then:
     • If the matching company record exists in Procore, see Link a QuickBooks Vendor to a Procore Company. 
       OR
     • If the matching company record does NOT exist in Procore, see Add a QuickBooks Vendor to the Company Directory. 

See Also

• Consolidate and Link QuickBooks Vendors to Procore Companies
• Link a QuickBooks Vendor to a Procore Company
• Unlink a Synced QuickBooks Vendor
• Archive a QuickBooks Vendor in Procore
• Restore an Archived QuickBooks Vendor for ERP Integrations