Synchronize Users/Employees

Easy Tracker QuickBooks Integration provides an easy way to synchronize employees in QuickBooks and users in Easy Tracker.

Note:

bulletIf there has an employee/user with the same name exists in Easy Tracker and QuickBooks before you synchronize at the first time, you can
  1. rename or delete one of them, or
  2. synchronize the employee to Easy Tracker and replace the user in Easy Tracker.

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

bulletAfter an employee is synchronized to Easy Tracker, its User ID and Password is its first name by default. To change its User ID and Password, you can start Easy Tracker Pro, and edit them in the Users view manually.

To synchronize Users in Easy Tracker to Employees in QuickBooks

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

To synchronize Employees in QuickBooks to Users in Easy Tracker

  1. Start QuickBooks
  2. Start Easy Tracker Pro
  3. From the Tools menu, choose QuickBooks Integration
  4. Switch to Employees view
  5. Select entries. To select multiple entries, hold down the ctrl or shift keys to select. To select all entries, use Ctrl + A.
  6. 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:

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

What do you want to do?

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

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