Add a QuickBooks® Online Vendor to the Company Directory

Objective

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

Background

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

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Prerequisites:
  • Consolidate Duplicates in the Company Directory 
  • Link a QuickBooks® Online Vendor to a Procore Company

Steps

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® Online' ERP Integration 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® Online Vendor to a Procore Company
     OR
   • If no match exists, click the Add to Procore button (Note: This uses the vendor data from QuickBooks® Online to create a matching record in your Company Directory. A link is automatically established between the QuickBooks® Online vendor and the Procore company). 

6. Repeat the previous step for every vendor in the list. 

See Also

• Consolidate Duplicates in the Company Directory 
• Link a QuickBooks® Online Vendor to a Procore Company
• Unlink a QuickBooks® Online Vendor