Using the Project/Task to Job/Sub Job Structural Relationship to Transfer Data
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Transferring Users
To transfer Users from Web TimeSheet to QuickBooks:
1. Select the General tab and select the direction of data transfer, Web TimeSheet > QuickBooks.
2. Enable the Vendors check box.
3. If you have made changes in either QuickBooks or Web TimeSheet since launching the Integration
Manager, click the Reset button to ensure the data being transferred is the most current.
4. Select the criteria to use to filter the users and click Apply Filters.
5. The filtered users that are available for transfer will be displayed in the From Web TimeSheet Us-
ers list box.
6. Select the users you wish to transfer to QuickBooks and select the >> button to move them to the
To QuickBooks Vendors list box.
7. Select the Field Mapping tab and create the field mappings you wish to use.
8. Select the Transfer button.
For more detailed information on filtering users and mapping fields, see the online help provided within the
Integration Manager.
Transferring Client Data to QuickBooks
You can transfer Web TimeSheet Clients to QuickBooks, where they will be stored as Customers.
Prerequisites
Before transferring Clients, ensure the following steps have been taken:
•
If you would like to select a user in Web TimeSheet to be a client representative, and have their
information transferred as a Contact in QuickBooks, make sure that the user is assigned to the
appropriate client in Web TimeSheet. See Assigning a User to be a Client Representative for more
details.
Assigning a User to be a Client Representative
To transfer a user to be a client representative, you must first ensure that the user is available for that client
in Web TimeSheet:
1. Within Web TimeSheet, click on Admin from the main menu.
2. Click on the selected user to edit their information.
3. Under the Advanced area of the Edit User page, make sure that the Client option is selected for
Department or Client, and the name of the client is selected from the drop-down menu.
4. Click Save.
Important Considerations
•
If you have two users assigned to a client in WebTimeSheet, and you want to transfer both of them
as Client Reps, you can transfer one of the client representatives in Web TimeSheet as an Alt.
Contact in QuickBooks. The Integration Manager will select the Contact, and then the Alt. Con-
tact in alphabetical order.
•
If more than two users are assigned to a client in Web TimeSheet, only the first two names, chosen
in alphabetical order by last name, will be transferred. If you would like two specific users to be the
client representatives instead of the first two chosen in alphabetical order, do not use the field map-
