This article applies to specific accounting integrations, for the more information please see the main article: Master Data Sync for accounting integrations
If you choose to sync Vendors through Master Data sync, all active Vendors will be synced to Procurify and will be set as Preferred Vendors (excluding PunchOut Vendors).
What vendor information is synced in Master Data?
The following data points will be synced:
Vendor name
Email
Address
Phone number
The following Data points are not synced:
Preferred status
PO email automation setting
Payment terms
Shipping methods
Shipping terms
PDF Label Set
Other contact information
Default vendor tax rate
Vendor payment details are not synced to Procurify
You can either manually edit in Vendor Settings, or you can update Vendors in bulk.
Additional Information:
If you deactivate a vendor, it will be deleted from Procurify on the next sync.
Updates made to vendors in QuickBooks Online will be synced over to Procurify