Create and Sync Vendors with the QuickBooks Integration

Objective

To create and sync vendors when Procore's ERP Integrations tool is configured for QuickBooks® Desktop.

Background

The integration between the vendor data in Procore and QuickBooks® Desktop is bidirectional. This means that that your project's vendor data can be synced between the two systems in these ways (1) From Procore to QuickBooks® Desktop, or (2) From QuickBooks® Desktop to Procore. To learn the specific steps for creating and syncing data between the two systems, see the Demo, Workflow, and Steps below.

Things to Consider

Required User Permission:
- 'Admin' level permission on the ERP Integrations tool.
  AND
- 'Admin' level permission to the company's Directory tool.

Demo

Workflow

This tutorial is part of a bigger process outlined in this 'Create and Sync Vendors' workflow

Steps

Determine where you want to create your company records: In Procore or in QuickBooks® Desktop.
If you have created company records in Procore:
- First, complete the steps in Add a Company to the Project Directory or Add a Company to the Company Directory.
- Next, determine if the matching vendor record exists in QuickBooks® Desktop:
  - If the matching record exists in QuickBooks® Desktop, see Link a QuickBooks® Desktop Vendor to a Procore Company.
    OR
  - If the matching vendor record does NOT exist in QuickBooks® Desktop, see Export a Vendor/Company to QuickBooks® Desktop.
If you have created vendor records QuickBooks® Desktop:
- Determine if the matching company record exists in Procore. Then:
  - If the matching company record exists in Procore, see Link a QuickBooks® Desktop Vendor to a Procore Company.
    OR
  - If the matching company record does NOT exist in Procore, see Add a QuickBooks® Desktop Vendor to the Company Directory.