Transfer Procore Timecard Entries to QuickBooks® Desktop
Objective
To transfer time entries from the Company level Timesheets to QuickBooks® Desktop.
Background
If your company processes its payroll using QuickBooks® Desktop, you can transfer the time entries from Procore's Company level Timesheets tool using a simple file export process. However, before you can start that data transfer, you must complete some set up steps:
- Export a preformatted Intuit Interchange Format (IIF) file from the QuickBooks® system where you intend to transfer your Procore data.
- Configure the Timesheets tool's payroll settings for QuickBooks®.
- Import the IIF file from QuickBooks® into Procore's Company level Timesheets tool.
Things to Consider
- Required User Permissions:
- To export your time entries, 'Read Only' level permissions on the company's Timesheets tool.
- To import your time 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
Prerequisites
- Enable the Company level Timesheets tool.
Video
Workflow
Steps
- Export a Timer List as an IIF file from QuickBooks® Desktop
- Configure the Company Timesheets Payroll Settings
- Export Time Entries from Procore to Import into QuickBooks® Desktop
- Import Procore Time Entries into QuickBooks® Desktop
Note
Some terms may vary between Procore and QuickBooks®. The table below is a list of terms as they exist in Procore and in QuickBooks®
Procore | QuickBooks® |
---|---|
Cost Code | Service Item |
Project Name | Job Name |
QuickBooks Customer (Project Admin Settings) | Customer |
Day | Date |
Time Type | Payroll Item |