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Add a QuickBooks Vendor to the Company Directory


To add a QuickBooks® Desktop vendor as a new company entry in your company's Directory tool. 


Vendors that exist in QuickBooks® Desktop can be added to the Procore directory using the steps below. This process takes your QuickBooks® Desktop vendor data and automatically creates a new company record in your company's Directory tool. It also creates a link between the two records.

Important! Before using these steps to add vendor, always check your company's Directory tool to ensure a matching record doesn't already exist. 

Things to Consider


  1. Navigate to the company's ERP Integrations tool
  2. Click the Vendors subtab. 
  3. In the 'Filters' menu, click Ready to Import link. 
  4. Review the list in the 'Vendors Only in QuickBooks® Desktop' page. 
  5. For each vendor in the list, check to see if there is a matching company record in Procore's Company Directory. Then choose from these options:
    • If a match exists, follow the steps in Link a QuickBooks® Desktop Vendor to a Procore Company
    • If no match exists, click the Add to Procore button (Note: This uses the vendor data from QuickBooks® Desktop to create a matching record in your Company Directory. A link is automatically established between the QuickBooks® Desktop vendor and the Procore company). 
  6. Repeat the previous step for every vendor in the list. 

See Also