Table of Contents
5
Transferring User Data to QuickBooks as Employee Data .................................................... 74
Transferring User Data to QuickBooks as Vendor Data.......................................................... 75
Transferring Client Data to QuickBooks ............................................................................... 76
Transferring Project/Role Data to QuickBooks....................................................................... 77
Transferring Time Entry Data to QuickBooks ........................................................................ 78
Transferring Expense Entry Data to QuickBooks ................................................................... 81
Transferring Time and Expense Data to QuickBooks as Client Invoices ............................... 83
Transferring from QuickBooks to Web TimeSheet ...................................................................... 84
Transferring Employee Data to Web TimeSheet.................................................................. 84
Transferring Vendor Data to Web TimeSheet ...................................................................... 85
Transferring Customer Data to Web TimeSheet ................................................................... 85
Transferring Job/Item Data to Web TimeSheet .................................................................... 86
Appendix A
Available Field Mappings ......................................................................................... 87
Field Mappings when Using the Project/Task --> Job/Item Structural Relationship .................... 87
Field Mappings when Using the Project/Task --> Job/Sub Job Structural Relationship .............. 94
Field Mappings when Using the Project/Task --> Item/Sub Item Structural Relationship.......... 101
Field Mappings when Using the Project/Role --> Job/Item Structural Relationship................... 109
Appendix B
Using the Formulas.................................................................................................. 115
Using the Login Name Formula ............................................................................................... 115
Using the Vendor Identifiers Formula ...................................................................................... 116
Examples........................................................................................................................... 116
Using the Description Formula................................................................................................. 117
Examples........................................................................................................................... 117
Appendix C
Getting Familiar with Web TimeSheet and QuickBooks....................................... 118
Working with Web TimeSheet.................................................................................................. 118
Working with QuickBooks ......................................................................................................... 120
Appendix D
Operational Limitations .......................................................................................... 122