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Procore

Export Timecard Entries from Procore to Import into QuickBooks® Desktop

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 Note:
This is separate functionality from the Procore + QuickBooks® Desktop Connector. 

Objective

To export project timecard entries from Procore to import into QuickBooks® Desktop.

Things to Consider

  • Required User Permissions:
    • To export your timecard entries, 'Read Only' or higher permissions on the Company level Timesheets tool.
    • To import your timecard entries, you must be in Single User mode with 'Admin' level permissions on QuickBooks© Desktop.
  • Supported Versions:
    • QuickBooks® Desktop
  • Additional Information:
    • You cannot re-import the same individual file. However, if you export the same file twice from Procore and import both of those files into QuickBooks© Desktop, the data will be duplicated.
    • To safeguard your data, back up your QuickBooks© Desktop company file before you import your IIF file.
    • You must be using Service Type Items in QuickBooks© Desktop.
    • Workers Compensation will need to be configured for timecard entries created through the IIF file.
    • When importing an IIF file, if the "QuickBooks Customer" field is left blank in the project's Admin tool, QuickBooks© Desktop will create the new job as a Customer.
    • Employee names must match exactly in the IIF file and in QuickBooks© Desktop. If the employee names do not match, QuickBooks© Desktop will create a new employee.
    • The 'Use time data to create paychecks' box must be marked when setting up an employee in QuickBooks© Desktop to pull the hour data and cost codes into paychecks.
 Note
  • The IIF file provides the data structure that Procore needs to ensure that transferred data is formatted as required in QuickBooks®. Your IIF file must match this structure:
    • Cost Codes Numbering
    • Cost Codes Format
    • Time Types (QuickBooks® Payroll Item)
    • Employee Names
    • Customer Names
    • Job Names
  • Technical support or assistance for creating or importing an Intuit Interchange Format (IIF) file is NOT provided. It is recommended that you always create a backup of your IIF file in case you need to reference it later. 
  • Transferring time entries from Procore is a separate function and does NOT require the Procore + QuickBooks® Connector.

Prerequisites

Video

 

Steps

  1. Navigate to the company's Timesheets tool.
  2. Locate the timecard entries to export.
  3. Click Export.
  4. Select the option based on your Company Timesheets Payroll Settings.
  5. An IIF file automatically saves to your computer.