Export Timecard Entries from Procore to Import into QuickBooks® Desktop

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:
  • When you export your time entries, you can select to automatically mark the entries as 'Completed' in Procore.
  • 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.

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

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. Optional: Mark the checkbox to automatically update the status of all exported time entries to 'Completed'.
6. Click Export.
   An IIF file automatically saves to your computer.

Next Steps

• Import Procore Time Entries into QuickBooks® Desktop

See Also

• Set Up your Payroll Export for use with QuickBooks© Desktop
• Configure Advanced Settings: Company Level Timesheets
• Edit a Timecard Entry in the Company Level Timesheets Tool