Configure the Vendor Type Import Settings for QuickBooks® Desktop

A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which QuickBooks® Desktop vendor types to import into Procore.

• Required User Permissions on the company's ERP Integrations tool.

• Additional Information:

  • Vendor types created in QuickBooks® Desktop let accountants classify your vendors in a way that makes sense for your business.

  • If a checkbox is grayed out, it means the QuickBooks data has already synced with Procore, and you cannot clear the import filter.

1. Navigate to the company's ERP Integrations tool.

2. Click Configure Settings .

3. Click the Vendor Type Import Settings tab.

4. Mark the checkboxes as wanted under Vendor Type Import Settings.