Export Timecard Entries from Procore to Import into QuickBooks® Desktop

Objective

To export project timecard entries from Procore to import into QuickBooks^©Desktop.

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.
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 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.
  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