Table of Contents 3 Table of Contents Chapter 1 Welcome .......................................................................................................................... 5 About Web TimeSheet Billing Integration for QuickBooks............................................................... 5 About this User Guide...................................................................................................................... 5 Document Conventions ............................................................................................................ 5 Contacting Support ......................................................................................................................... 6 Chapter 2 Installing Web TimeSheet Billing Integration ............................................................. 7 System Requirements...................................................................................................................... 7 Installing the Integration Module .................................................................................................... 7 Upgrading the Integration Module.................................................................................................. 12 Disabling the XML Version ...................................................................................................... 16 Chapter 3 Getting Started .............................................................................................................. 18 Configuring QuickBooks ................................................................................................................ 18 Starting Web TimeSheet Billing Integration ................................................................................. 18 Accessing the Online Help............................................................................................................. 19 Chapter 4 Using Web TimeSheet Billing Integration.................................................................. 21 Data Types Available for Transfer ................................................................................................. 21 Employees Data Type ............................................................................................................ 22 Vendors Data Type.................................................................................................................. 23 Customers Data Type............................................................................................................... 24 Jobs/Items Data Type.............................................................................................................. 24 Time Tracking Data Type ....................................................................................................... 26 Vendor Bills Data Type............................................................................................................ 27 Standard Data Transfer Phases ..................................................................................................... 29 Standard Data Transfer Procedure................................................................................................. 30 Chapter 5 Defining the Relationship between Data Structures................................................ 31 Understanding the Relationship between Data Structures ............................................................. 31 Choosing a Relationship ............................................................................................................... 32 Determining how Data is Structured in QuickBooks.................................................................. 32 Chapter 6 Transferring Data .......................................................................................................... 34 Transferring the Employees Data Type ......................................................................................... 34 Transferring User Data to QuickBooks as Employee Data ........................................................ 34 Transferring Employee Data to Web TimeSheet..................................................................... 35 Transferring the Vendors Data Type............................................................................................... 36 Transferring User Data to QuickBooks as Vendor Data.............................................................. 36 Transferring Vendor Data to Web TimeSheet ......................................................................... 37