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Procore

Export a Vendor/Company to QuickBooks

Objective

To export a vendor/company record in Procore to an integrated ERP system.

Background

If your company has enabled the ERP Integrations tool on a project, you can export the vendor/company records in the Company Directory to your integrated ERP system. After creating a record, you must send it to the ERP Integrations tool where it must then be accepted for export by an accounting approver. This article details the export process. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with QuickBooks. See QuickBooks: Setup Guide

See Also