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Edit a Commitment Synced With QuickBooks


To edit a commitment in Procore after its been synced with an integrated ERP system


When a commitment is synced with an integrated ERP system, it's recommended that you always follow your company's Commitment Change Order (CCO) process when editing project commitments. 

Things to Consider

  • Required User Permissions:
    • To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
    • To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order' and/or 'Update Subcontract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Limitations:


  1. Navigate to the project's Commitments tool.
    This reveals the Commitments page. 
  2. In the 'Committed - Summary' list, locate the synced commitment. 

    For companies that have enabled the ERP Integrations tool to work with an integrated ERP system, color-coded icons appear to help you quickly identify the state of the data. 

    Icon Color Definition
    OLIVE Data has been retrieved from the ERP Integrations tool. 
    Data has been rejected in the ERP Integrations tool by an accounting approver.
    GREEN Data is synced with a third-party ERP system.
    BLUE Data been sent to the ERP Integrations tool for acceptance by an accounting approver. 
    erp-accountant-badge.png GREEN When a user is designated as an accounting approver, this badge appears next to his or her user profile in the Company and Project Directory. 
  3. Click Edit.
    This opens the synced commitment in edit mode. 
    Important! If your company is using QuickBooks and you have exported commitments to QuickBooks, the following fields are marked read-only and cannot be edited in Procore:
    • Contract Company. 
    • Status. 
    • Fields in the Schedule of Values (SOV) subtab.
  4. Choose one of these options to create the CCO:
  5. Click Create & Email or Create.
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