Table of Contents 3 Table of Contents Chapter 1 Welcome ............................................................................................................................ 6 About the Integration Manager ........................................................................................................ 6 About this User Guide....................................................................................................................... 6 Document Conventions .............................................................................................................. 7 Contacting Support .......................................................................................................................... 7 Chapter 2 Installing the Integration Manager................................................................................. 8 System Requirements........................................................................................................................ 8 Installing the Integration Manager.................................................................................................... 8 Upgrading the Integration Manager ............................................................................................... 12 Entering a License Key .................................................................................................................. 14 Chapter 3 Getting Started .............................................................................................................. 16 Configuring QuickBooks ................................................................................................................. 16 Starting the Integration Manager .................................................................................................. 16 Accessing the Online Help............................................................................................................. 17 Chapter 4 Using the Integration Manager ................................................................................... 19 Data Types Available for Transfer .................................................................................................. 19 Employees Data Type ............................................................................................................. 19 Vendors Data Type................................................................................................................... 20 Customers Data Type............................................................................................................... 21 Jobs/Items Data Type............................................................................................................... 21 Time Entries Data Type........................................................................................................... 23 Expense Entries Data Type...................................................................................................... 24 Client Invoices Data Type........................................................................................................ 25 Standard Data Transfer Phases ..................................................................................................... 27 Standard Data Transfer Procedure................................................................................................. 28 Chapter 5 Determining the Structural Relationship to Use ..................................................... 29 Understanding Structural Relationships......................................................................................... 29 Best Practices for Determining the Correct Structural Relationship ............................................... 30 Comparing the Organization of Data in QuickBooks ..................................................................... 32 Chapter 6 Using the Project/Task to Job/Item Structural Relationship to Transfer Data .................................................................................... 33 Transferring from Web TimeSheet to QuickBooks ........................................................................ 33 Transferring User Data to QuickBooks as Employee Data ....................................................... 33 Transferring User Data to QuickBooks as Vendor Data............................................................ 34 Transferring Client Data to QuickBooks .................................................................................. 35