Determining the Structural Relationship to Use 29 CHAPTER 5 Determining the Structural Relationship to Use Before using the Integration Manager to transfer data, you must determine which of the four structural rela- tionships the Integration Manager should use. Understanding Structural Relationships Due to the different options within the two applications, a structural relationship is required to define how the data structure in Web TimeSheet should be matched to the data structure in QuickBooks. The structural re- lationship is used when transferring the Jobs/Items, Time Entries and/or Client Invoice data types from Web TimeSheet to QuickBooks, or when transferring the Jobs/Items data type from QuickBooks to Web TimeSheet. The structural relationship is selected from the General tab within the Integration Manager. Once you have selected a structural relationship, it will apply to all data selected for transfer at that time. If you have projects in Web TimeSheet that you would like to transfer to QuickBooks, and you do not cur- rently have any information within QuickBooks, see Best Practices for Determining the Correct Structural Relationship on page 30 to determine which structural relationship you should be using for the type of infor- mation you want to transfer. If your project data already exists in QuickBooks, it is just as important to select the correct structural rela- tionship to show the Integration Manager how to find the data. You can view examples of QuickBooks con- figurations that are arranged to work with each structural relationship in Comparing the Organization of Data in QuickBooks on page 32, and compare them to how your information is organized in QuickBooks to deter- mine which structural relationship is right for your business. The structural relationships that are available when transferring the Jobs/Items, Time Entries and/or Client Invoice data types from Web TimeSheet to QuickBooks are: • Web TimeSheet Project/Task --> QuickBooks Job/Item • Web TimeSheet Project/Task --> QuickBooks Job/Sub Job • Web TimeSheet Project/Task --> QuickBooks Item/Sub Item • Web TimeSheet Project/Role --> QuickBooks Job/Item Only two structural relationships are available when transferring the Jobs/Items data type from QuickBooks to Web TimeSheet. Web TimeSheet relates projects to tasks, which means that any information being trans- ferred from QuickBooks must have a similar relationship. This means that information from QuickBooks must come from either jobs or items exclusively, because there is no relationship between jobs and items in QuickBooks. The structural relationships that are available when transferring information from QuickBooks to Web TimeSheet are: • QuickBooks Job/Sub Job --> Web TimeSheet Project/Task • QuickBooks Item/Sub Item --> Web TimeSheet Project/Task The name of the structural relationship shows how the information will be transferred from the source application to the target application. For example, using the Web Timesheet Project/Task --> Quick- Books Job/Item structural relationship means that high-level projects in Web TimeSheet will be trans- ferred to the Customer:Job list in QuickBooks, and tasks assigned to that project in Web TimeSheet will be transferred to the Item list in QuickBooks. QuickBooks items and jobs allow hierarchies. When the structural relationship is set to map Web TimeSheet task data to QuickBooks items or jobs, the entire task hierarchy is maintained.