The system does a nightly sync and brings over any new suppliers or updates for existing suppliers. But if you need to manually sync this in real-time, follow the steps:
Prerequisites
Ensure you have the necessary permissions to access and import suppliers.
Verify that your QuickBooks Online account is connected to ProcureDesk.
Step-by-Step Instructions
Step 1: Go to the Suppliers Page
Step 2: Click on the "Import from QuickBooks" Button
Step 3: Choose Import Options
You have the option to import all suppliers or just new suppliers. Pick an option.
Step 4: Refresh Your Screen
Refresh your screen to see the imported changes from QuickBooks Online.
FAQs and Troubleshooting
What if I don't see the Supplier that I wanted to import from QuickBooks Online?
Please give it a couple of minutes to update. If you still don't see the new supplier, please contact ProcureDesk Support.