Synchronize Project Categories/Job Types

Easy Tracker QuickBooks Integration provides an easy way to synchronize job types in QuickBooks and project category categories in Easy Tracker.

Note:

	This feature is not supported in QuickBooks Online Edition.
	If a project category has parent name, then synchronize the parent project category firstly. For example, a project category name is Billable Projects:Test Projects, then synchronize the category Billable Projects, then synchronize the category Billable Projects:Test Projects.
	If there has a job type/project category with the same name exists in Easy Tracker and QuickBooks before you synchronize at the first time, you can rename or delete one of them, or synchronize the job type to Easy Tracker and replace the project category in Easy Tracker.

But if you do nothing before synchronizing data to QuickBooks in this condition, you will fail to synchronize this project category's data to QuickBooks.

To synchronize Project Categories in Easy Tracker to Job Types in QuickBooks

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Project Categories view
Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.
From the File menu, choose Synchronize, or click the button Synchronize in the toolbar.

To synchronize Job Types in QuickBooks to Project Categories in Easy Tracker

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Job Types view
Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.
From the File menu, choose Synchronize, or click the button Synchronize in the toolbar.

How to use this view:

In the tool bar, you use the button Synchronize to synchronize selected entries. In the table part, you can select any entry, and right-click to popup menu, then choose Synchronize option to synchronize it to another application.

Hints:

Table View integrates a lot of buttons for easy operation, click here to learn them.

What do you want to do?

	Learn more about Table view
	Learn about field mapping
	Learn more about Easy Tracker QuickBooks Integration

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