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Unlink a Synced QuickBooks Vendor

Objective

To unlink a QuickBooks vendor that is synced with a company record in Procore's Company Directory.

Background

If you accidentally linked a QuickBooks vendor to the incorrect company profile in the company's Directory tool, you can easily unlink it so that you can link it to a different company instead. 

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Vendors subtab. 
  3. Under the Filters menu in the right pane, click the Synced link.
  4. Click the appropriate Unlink text link for the vendor you want to unlink.
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