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Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?


If your company has enabled the ERP Integrations tool in Procore and configured it to work with QuickBooks® Desktop, you will need to enable a configuration setting in your QuickBooks® Desktop system's Inventory Preferences in order to successfully export a Procore progress claim.

Enable the 'Inventory and Purchase Orders are Active Setting' in QuickBooks®

  1. Register in to the data file as an Admin user. 
  2. Choose Edit > Preferences.
  3. Click Items & Inventory.  
  4. Click Company Preferences.
  5. Place a checkmark in the Inventory and purchase orders are active box. 
  6. Click OK to save the setting.

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