Transferring Data 29 Adding Accounts to QuickBooks 1.    Within QuickBooks, select Lists from the main menu, and select Chart of Accounts. 2.    If the value mapped to Service Item Account does not exist in the Chart of Accounts, click the Account button at the bottom of the screen, and choose New. 3.    Select the type of account you wish to create from the drop down menu. 4.    Enter the name of your selected option, using the value mapped from Web TimeSheet, and click OK to add the account. Important Considerations • If you are transferring Tasks as Sub Jobs, only the first 3 task levels (the task, its child, and the child’s child) will be transferred due to a limitation on the number of sub job levels in QuickBooks.  If you are transferring Tasks as Items, only the first 5 task levels will be transferred due to a limitation on item levels in QuickBooks.  If you have chosen to transfer Tasks as Sub Items, only 4 task lev- els will be transferred as the Project will take up the first item level. Transferring Project, Task, and Roles Information To transfer Projects, Tasks, and Roles from Web TimeSheet to QuickBooks, select Jobs/Items from the Navigation side menu and follow the directions provided by the Job/Item Transfer Wizard.   Be sure to do the following when navigating through the wizard: • Select when asked to choose a direction of transfer • Select the relationship you determined you will use based on the guidance given in Chapter 4, Defining the Relationship between Data Structures on page 20 when prompted.   • If you are transferring Projects, Tasks, or Roles to QuickBooks as Items, ensure a Web TimeSheet field is mapped to Service Item Account.   For assistance using the wizard, see the online help provided within the integration module.