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