Export Timecard Entries from Procore to Import into QuickBooks® Desktop
Note:
This is separate functionality from the Procore + QuickBooks® 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 (2021 or earlier)
- QuickBooks® Desktop (2022) with QuickBooks® Time
- QuickBooks® Desktop (2022)
- 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.
- The same steps are used if you are using QuickBooks® Desktop (2021 or earlier) or QuickBooks® Desktop (2022) with QuickBooks® Time. However, if you are using QuickBooks® Desktop (2022) without QuickBooks® Time, you will follow different steps.
Prerequisites
- Review the process at Transfer Procore Timecard Entries to QuickBooks® Desktop.
- Complete the steps in Export a Timer List as an IIF file from QuickBooks® Desktop.
Note: This is only required if you are using QuickBooks® Desktop (2021 or earlier) or QuickBooks® Desktop (2022) with QuickBooks® Time. - Follow the steps in Configure the Company Timesheets Payroll Settings.
Video
Steps
QuickBooks® Desktop (2021 or earlier) or QuickBooks® Desktop (2022) with QuickBooks® Time
- Navigate to the company's Timesheets tool.
- Locate the timecard entries to export.
- Click Export.
- Select QuickBooks (IIF).
Note: The file is formatted for the QuickBooks© Desktop import. - Save the file as an .iif file.
QuickBooks® Desktop (2022)
- Navigate to the company's Timesheets tool.
- Locate the timecard entries to export.
- Click Export.
- Select QuickBooks (IIF).
Note: While the file is formatted for the QuickBooks© Desktop import, you need make changes to the file before importing it into QuickBooks® Desktop (2022). - Save the file as an .iif file.
- Open the file with Excel, Notebook++, or Text Edit.
- Locate the row that starts with !TIMEACT, followed by DATE.
- Delete the lines above the !TIMEACT row.
- Click Save.