Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
Answer
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®
- Register in to the data file as an Admin user.
- Choose Edit > Preferences.
- Click Items & Inventory.
- Click Company Preferences.
- Place a checkmark in the Inventory and purchase orders are active box.
- Click OK to save the setting.