To export project time entries from Procore to import into QuickBooks© Desktop.
Note:This is separate functionality from the Procore + QuickBooks® Connector.
Things to Consider
- Required User Permissions:
- To export your time entries, 'Read Only' or higher permissions on the Company level Timesheets tool.
- To import your time entries, you must be in Single User mode with 'Admin' level permissions on 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 time 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.
- Important! The following fields will need to match exactly between Procore and QuickBooks© Desktop:
- Cost Codes Numbering
- Cost Codes Format
- Cost Codes Time Types
- Employee Names
- Customer Names
- Job Names
- Review the process at Transfer Procore Time Entries to QuickBooks® Desktop.
- Complete the steps in Export a Timer List as an IIF file from QuickBooks® Desktop.
- Follow the steps in Configure the Company Timesheets Payroll Settings.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Navigate to the company's Timesheets tool.
- Locate the time entries you want to export.
Note: Narrow your results by selecting a specific Work Week and using the Search and Filter functions.
- Click Export.
- Select QuickBooks.
The file is formatted for the QuickBooks© Desktop import.