Configure the Company Timesheets Payroll Settings

Objective

To configure the Company level Timesheets tool's payroll settings so you can import time entries from Procore to Sage 300 CRE® or QuickBooks® デスクトップ.

Background

If your company plans to process payroll using one of the supported software applications listed below, you can transfer the time entries from Procore's Company level Timesheets tool using a simple file export process. This tutorial describes the first step in the setup process—configuring the Timesheets tool's payroll settings. The precise steps will vary, depending on which system you plan to transfer your time entries from Procore to: Sage 300 CRE® or QuickBooks® デスクトップ.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the company's Timesheets tool
• Systems Supporting Data Transfer from Procore:
  • Sage 300 CRE®
  • QuickBooks® デスクトップ 2021 or before
  • QuickBooks® デスクトップ 2022 with QuickBooks® Time
  • QuickBooks® デスクトップ 2022 or after

Prerequisites

• Review the process at Transfer Procore Time Entries to QuickBooks® Desktop.
• Complete the steps in Export a Timer List as an IIF file from QuickBooks® Desktop.

Steps

1. Navigate to the company's Timesheets tool. 
2. Click the Configure Settings  icon.
3. Scroll down to the Payroll Settings area.
4. Select one of the supported systems from the Payroll Software drop-down list:

   • QuickBooks® Desktop (2021 or before)

     Select this option for all versions of QuickBooks® デスクトップ when you also use QuickBooks® Time. (This includes QuickBooks® デスクトップ for 2022 and after when you also use QuickBooks® Time.)

     If you choose this option, you can attach the IIF file that you exported from QuickBooks® デスクトップ to the Attach File(s) area. The IIF file provides Procore with the data table information it requires to successfully export your Procore time entry data to QuickBooks® デスクトップ at a later time. If you have not downloaded that file, see Export a Timer List as an IIF File from QuickBooks® Desktop.

      Important

     If the IIF file contains data, the Time Type(s) and Employee Name(s) in QuickBooks® デスクトップ must exactly match the Time Type(s) and User/Contact Name(s) in Procore.

   • Quickbooks® (2022 or after)

     If you choose this option, you can attach the IIF file that you exported Procore's Company level Timesheets. This option is intended for customers who upgraded to QuickBooks® デスクトップ 2022 or after without purchasing Quickbooks® Time.

      Important

     If the IIF file contains data, the Time Type(s) and Employee Name(s) in QuickBooks® デスクトップ must exactly match the Time Type(s) and User/Contact Name(s) in Procore.

   • Sage 300 CRE® 
     If you choose this option, the columns in your time entry view in Sage 300 CRE® must exactly match the information displayed in the Columns in the Sage 300 CRE® box. It is important to note that any items that are shaded in GRAY may not be available in Procore. To learn more, see Set Up Your Payroll Export for Use with Sage 300 CRE®. 

Next Steps

• Export Time Entries from Procore to Import into QuickBooks® Desktop

See Also

• Transfer Procore Time Entries to QuickBooks® Desktop