To unlink a QuickBooks vendor that is synced with a company record in Procore's Company Directory.
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.
- Navigate to the company's ERP Integrations tool.
- Click the Vendors subtab.
- Under the Filters menu in the right pane, click the Synced link.
- Click the appropriate Unlink text link for the vendor you want to unlink.