Using Web TimeSheet Integration Manager 19 • Transfer of new Employees, Vendors, Customers, and Jobs/Items data as they are added To ensure the two applications remain synchronized, when supporting data is added or changed in one application, it should be transferred to the other application using the integration module.  For example, if a task is added to a project in Web TimeSheet, it should then be transferred over to QuickBooks. Ensure that updated employee, vendor and customer data is transferred first, since projects and tasks may involve customers that need to pre-exist in QuickBooks. If a task and a cli- ent are added to a project in Web TimeSheet, for example, you should transfer the client, then the task, to QuickBooks before transferring any new time and expense data. By ensuring both applica- tions remain updated, time and expense data will be transferred smoothly in the future. Standard Data Transfer Procedure To transfer one of the data types using the integration module, the following steps must be completed. 1.    Determine how the data structure in Web TimeSheet relates to the data structure in QuickBooks. For more information on defining the relationship, refer to Chapter 4, Defining the Relationship be- tween Data Structures on page 20. 2.    Ensure the prerequisites are in place for the data you wish to transfer. Prerequisites include required configuration of Web TimeSheet or QuickBooks, or previous transfers of supporting data. For more information on the prerequisites, refer to Chapter 5, Transferring Data on page 23. 3.    If you have made changes in either QuickBooks or Web TimeSheet since launching the integration module, select Refresh Connection from the Options side menu to ensure the data being trans- ferred is the most current. 4.    Select the type of data to be transferred from the Navigation side menu. The appropriate transfer wizard will be displayed. 5.    Follow the steps as guided by the transfer wizard. If prompted, specify the relationship selected in Step 1. A relationship must be defined if transferring Jobs/Items or Time Tracking data types. 6.    Review the results of the transfer provided by the wizard. For more detailed instructions on transferring data, consult the online help provided with Web TimeSheet Integration Manager for QuickBooks. For information on accessing the help, see Accessing the Online Help on page 9. Tasks such as configuring the applications will typically only need to be performed once, which means that subsequent transfers will require fewer steps and less time.