Skip to main content
Procore

Delete a Commitment Synced with QuickBooks

  1. Last updated
  2. Save as PDF

Objective

To delete a commitment after it has been synced with an integrated ERP system. 

Background

After you sync a commitment an integrated ERP system (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.), you will typically use the change order process when you need to modify a commitment (see Create a Commitment Change Order or Create a Commitment Change Order from a Change Event).  However, on occasion, you might need to delete a synced commitment on a project. Since Procore does not permit users to delete synced commitments, the only way to delete the commitment is to unlink it. See Unlink Commitments Synced with QuickBooks® Desktop

After Procore's ERP Team confirms that your commitment has been reset, you can then use the steps below to permanently remove the commitment from Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Commitments tool. 
  • Prerequisite:
  • Additional Information:
    • When a synced commitment or change order is deleted from Procore, the delete action is captured in the individual item's Change History tab.
  • Limitations:
    • After a synced commitment is reset and deleted, the data is permanently removed from the system and cannot be restored.

Steps

  1. Complete the steps in Unlink Commitments Synced with QuickBooks® Desktop.
  2. Navigate to the project's Commitments tool. 
  3. Locate the synced commitment (i.e,. subcontract or purchase order) that you requested to delete. Then click View or Edit. 
  4. Update the status of the commitment to Draft. 
  5. Click Save.
  6. In the right pane, click Delete.

See Also