Table of Contents 3 Table of Contents Chapter 1 Welcome .......................................................................................................................... 5 About Web TimeSheet Integration Manager for QuickBooks .......................................................... 5 About this User Guide...................................................................................................................... 5 Document Conventions ............................................................................................................ 5 Contacting Support ......................................................................................................................... 6 Chapter 2 Getting Started ............................................................................................................... 7 Downloading and Installing the Integration Manager...................................................................... 7 Configuring QuickBooks .................................................................................................................. 7 Starting the Web TimeSheet Integration Manager.......................................................................... 8 Accessing the Online Help............................................................................................................... 9 Chapter 3 Using Web TimeSheet Integration Manager .............................................................. 10 Data Types Available for Transfer ................................................................................................. 10 Employees Data Type ............................................................................................................. 11 Vendors Data Type.................................................................................................................. 12 Customers Data Type............................................................................................................... 13 Jobs/Items Data Type.............................................................................................................. 13 Time Tracking Data Type ....................................................................................................... 15 Vendor Bills Data Type............................................................................................................ 16 Standard Data Transfer Phases ..................................................................................................... 18 Standard Data Transfer Procedure................................................................................................. 19 Chapter 4 Defining the Relationship between Data Structures................................................. 20 Understanding the Relationship between Data Structures .............................................................. 20 Choosing a Relationship ................................................................................................................ 21 Determining how Data is Structured in QuickBooks................................................................... 21 Chapter 5 Transferring Data .......................................................................................................... 23 Transferring the Employees Data Type ......................................................................................... 23 Transferring User Data to QuickBooks as Employee Data ........................................................ 23 Transferring Employee Data to Web TimeSheet..................................................................... 24 Transferring the Vendors Data Type............................................................................................... 25 Transferring User Data to QuickBooks as Vendor Data.............................................................. 25 Transferring Vendor Data to Web TimeSheet ......................................................................... 26 Transferring Customers .................................................................................................................. 26 Transferring Client Data to QuickBooks ................................................................................... 26 Transferring Customer Data to Web TimeSheet ...................................................................... 27 Transferring the Jobs/Items Data Type........................................................................................... 28 Transferring Project, Task, and Role Data to QuickBooks ........................................................ 28