Exporter les entrées de pointage de Procore pour les importer dans QuickBooks® Desktop

 Note:

This is separate functionality from the Procore + {{integrations_QuickBooks}} Connector.

Things to Consider

  • Autorisations utilisateur requises

  • 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.

  • Supported Versions:

    • QuickBooks® Desktop

 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

  • We do not provide technical support for creating or importing Intuit Interchange Format (IIF) files. Always back up your IIF file in case you need it later.

  • Transferring time entries from Procore does not require the Procore + QuickBooks® Connector.

Prerequisites

  1. Review the process at Transfer Procore Timecard Entries to QuickBooks® Desktop.

  2. Complete the steps in Export a Timer List as an IIF file from QuickBooks® Desktop.
    Note: This step is only required if you are using QuickBooks® Desktop (2021 or earlier) or QuickBooks® pour ordinateur de bureau 2022 with QuickBooks® Time.

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 to automatically save the IIF file to your computer.

 Note

Si vous avez choisi de marquer toutes les saisies des heures exportées comme « Terminé », vous recevrez un e-mail lorsque les statuts auront été mis à jour. Selon le nombre de saisies des heures, cela peut prendre plusieurs minutes. Vous pouvez quitter la page et continuer à travailler dans Procore, car les statuts continueront à être mis à jour en arrière-plan.

Prochaines étapes

See Also

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