Transferring Data 39 Transferring the Jobs/Items Data Type Transferring Project, Task, and Role Data to QuickBooks You can transfer Web TimeSheet projects, tasks, and roles to QuickBooks. As shown in the table below, there are essentially five combinations that can be used when transferring the data: For more information on choosing the correct relationship between the project data in Web TimeSheet and that in QuickBooks, see Chapter 5, Defining the Relationship between Data Structures on page 31. Prerequisites Before transferring project, task, and role data, ensure the following steps have been taken: • If you are transferring Projects to QuickBooks as Jobs, ensure that the clients assigned to the projects exist in QuickBooks as customers, either through manual entry, or transfer by the integra- tion module. If the customers do not exist in QuickBooks, the transfer will fail, unless the customer associated with the project is <None>. • If you are transferring Projects, Tasks, or Roles to QuickBooks as Items, verify that the value being mapped to the Service Item Account is listed in the Accounts section of QuickBooks. Below is a table of the available mappings to Service Item Account, depending on the relationship defined between the data structures in the two applications.   For information on adding the necessary Accounts exist to QuickBooks, see Adding Accounts to QuickBooks. Transfer Projects as... Transfer Items as... Transfer Roles as... Jobs Items Not transferred Jobs Sub Jobs Not transferred Jobs Sub Jobs Items Jobs Not transferred Items Items Sub Items Not transferred Relationship Available Mappings to Service Item Account Projects as Jobs, Tasks as Items Task Code, User Defined Field (Project/Task Category) Projects as Jobs, Roles as Items (with or without Tasks as Sub Jobs) Role Description Projects as Items, Tasks as Sub Items Project Code, Project Description, Task Code, User Defined Field (Project/Task Category)