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Procore

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.

 Important
Before using these steps to add your QuickBooks® Online vendor to Procore as a new company, always check your company's Directory tool to ensure a matching record doesn't already exist. 

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.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:

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