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Procore Support (en-au)

Export Time Entries from Procore to Import into QuickBooks® Desktop

Objective

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

Video

 

Steps

  1. Navigate to the company's Timesheets tool.
  2. 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. 
  3. Click Export.
  4. Select QuickBooks.
    The file is formatted for the QuickBooks© Desktop import.

See Also