---
title: Export Placements to QuickBooks
description: "PCRecruiter now allows users to export Placements to [QuickBooks Online](https://quickbooks.intuit.com/). This feature is currently not available for Contractor Timesheets. ## Activating QuickBooks Online Export A user with Full Admin Security must first enable this feature for your database. 1. Select…"
url: "https://learning.pcrecruiter.net/site/docs/integrations/export-to-quickbooks-online/"
updated: "2026-09-25"
category: Integrations
tags:
  - export
---

# Export Placements to QuickBooks

PCRecruiter now allows users to export Placements to [QuickBooks Online](https://quickbooks.intuit.com/). This feature is currently not available for Contractor Timesheets.

## Activating QuickBooks Online Export

A user with Full Admin Security must first enable this feature for your database.

1. Select **System** from the main toolbar
2. Scroll down to **Database Setup**
3. Choose **Oauth Connection Settings**
4. Click **Connect to QuickBooks**
5. Enter your **QuickBooks credentials** into the QuickBooks login screen
6. Choose **Sign in**

Once the feature is enabled there is also some configuration that must be done in QuickBooks

### Add Uncategorized Income as a New Income

1. Hover over **Accounting** on the toolbar on the left
2. Choose **Chart of Accounts **
3. **Search** the list to see if **Uncategorized Income** already exists
4. If it does not, click **New**
5. Choose **Income** for **Account Type**
6. Enter **Uncategorized Income** for **Name**
7. Choose **Service/Fee Income** for **Detail Type**
8. **Save and Close**

### Add Permanent as a New Income

1. Check the same **Chart of Accounts** to see if **Permanent** already exists
2. If it does not, click **New**
3. Choose **Income** for **Account Type**
4. Enter**Permanent** for **Name**
5. Choose **Service/Fee Income** for **Detail Type**
6. **Save and Close**

### Verify the Details

For the Placement data to transfer between PCR and QuickBooks the Company in PCR must match the Customer in QuickBooks. If it does not match add/edit the information in the Customers tab (sales).

## Using QuickBooks Online Export

Now that the feature has been enabled you are able to export your placement data to QuickBooks Online. Prior to completing the following steps, a placement must be made; you can find directions [here](https://learning.pcrecruiter.net/site/docs/placements/add-a-permanent-placement/).

1. Open the **placement** record
2. Choose **Quickbooks** from the row of buttons at the bottom.
3. Click **Send to Quickbooks** at the bottom of the QuickBooks Invoice window that appears.
4. A confirmation will appear once the transfer is complete with the invoice number