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Procore (en-CA)

Export a Timer List as an IIF file from QuickBooks® Desktop

Objective

To export a timer list as an Intuit Interchange Format (IIF) file from QuickBooks® Desktop.

Background

If your company is collecting timecard entries with Procore's Timesheets tool and processing your payroll with QuickBooks® Desktop, you can export that data from Procore and import it into QuickBooks®. However, before you can export that data from Procore, you first need to perform a few set up steps. This tutorial describes the first step in the setup process—exporting a preformatted Intuit Interchange Format (IIF) file from the QuickBooks® system where you intend to transfer your Procore time entry data.

 Notes
  • 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
    • Cost Codes Time Types
    • 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:
    • Administrator permissions to QuickBooks® Desktop.
    • You must log into QuickBooks® Desktop in Single-user mode. For details about Single-user mode, visit QuickBooks® Help

Prerequisites

Steps

  1. Log in to QuickBooks® Desktop as an Administrator in Single-user mode. For details about Single-user mode, visit QuickBooks® Help
  2. Click File.
  3. Click Utilities.
  4. Click Export.
  5. Click Timer Lists.
  6. In the Export window, complete the following:
    • In the Save In drop-down menu, select the location where you want to save the .IIF file.
    • In the File Name field, type in the file name you want to use (such as 'timer list').
    • In the File Type drop-down menu, select IIF Files (*.IIF).
    • Click Save.
  7. In the saved confirmation message, click OK.

See Also

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