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Procore

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. 
 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.

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.

Prerequisites

  • Enable the Company level Timesheets tool.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


Workflow



Export a Timer List 
as an IIF File from

QuickBooks® Desktop
Export a Timer List...
TIME ENTRIES
IMPORTED
TIME ENTRIES...
IIF STRUCTURE
IMPORTED
IIF STRUCTURE...



START
START
LEGEND
LEGEND
'Admin' on Timesheets
'Admin' on Timesheets
QuickBooks® Desktop Administrator*
*Must be in Single-use mode
QuickBooks® Desktop Administrator*...
Do you want to export the time data collected in Procore and use it to process payroll in QuickBooks® Desktop? 
Do you want to export the time data coll...


END
END
Configure the Company Timesheets Payroll Settings
Configure the Company...
TIME ENTRIES
EXPORTED
TIME ENTRIES...

Import Procore Time Entries to 
QuickBooks® Desktop
Import Procore Time En...
IIF STRUCTURE
EXPORTED
IIF STRUCTURE...
Have you collected all of the time entries that you want to transfer from Procore to QuickBooks® Desktop?
Have you collected all of the time en...
PROCORE TIME ENTRIES
PROCORE TIME ENTRIES
Do the 'employee names' and 'compensation' items in QuickBooks® Desktop exactly match the names and time 'Types' in Procore?
Do the 'employee names' and 'compensation' items...


Import Procore Time Entries to QuickBooks® Desktop
Import Procore Time Ent...
Export Time Entries from Procore to Import to QuickBooks® Desktop
Export Time Entries from...

Steps

  1. Export a Timer List as an IIF file from QuickBooks® Desktop
  2. Configure the Company Timesheets Payroll Settings
  3. Export Time Entries from Procore to Import into QuickBooks® Desktop
  4. 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

 

 

If you would like to learn more about Procore's timesheet management software and how it can help your business, please visit our construction timesheet software product page .