Easy Tracker QuickBooks Integration provides an easy way to share data between QuickBooks and Easy Tracker. Just one-click, you can send timesheet and expenses to QuickBooks.
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Once a time entry is synchronized from Easy Tracker to QuickBooks, it cannot be synchronized again. To edit a time entry after it has been synchronized to QuickBooks, you will have to edit the time entry manually within QuickBooks. |
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Once an expense entry has been synchronized to QuickBooks, it can not be synchronized again. To edit the expense entry synchronized, you can edit the expense entry manually in QuickBooks. |
Before share data between QuickBooks and Easy Tracker, you need make some basic configuration for QuickBooks.
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To synchronize time entries to QuickBooks, Time Tracking must be turn on.
Start QuickBooks
From Company menu, select Modify Service Access..., or from Edit menu, select Preferences...
Select Time Tracking in the left navigator
Switch to Company Preferences tab
In the section Do You Track Time?, select Yes.
To synchronize timesheet of an employee, you need uncheck "Use time data to create paychecks" option of this employee.
Start QuickBooks
From Employees menu, select Employee List
Double-click the employee you want to synchronize timesheet to
Select Payroll and Compensation Info tab, option Use time data to create paychecks is in an unknown status at the first time, you need check and uncheck this option to change it to uncheck status.
Start QuickBooks.
From Banking menu, select Chart of Accounts. Or from Lists menu, select Chart of Accounts. Or press Ctrl + A.
Right click in the Chart of Accounts view to popup a menu, and select New. Or press Ctrl + N.
In the Name editor, input Account For Easy Tracker and click OK. The account can be set to any type, and the left fields are optional.
When you synchronize data between Easy Tracker QuickBooks Integration and QuickBooks at the first time, the following dialog will pop up. To make the synchronizing successfully, you can select any option but No. If you grant the access, the Access Confirmation dialog will show details access information. After you press Done, Easy Tracker QuickBooks Integration can synchronize data with QuickBooks.
The step is optional. In Integrated Application section, you can manage all applications that interact with the QuickBooks company file.
Start QuickBooks
From Company menu, select Modify Service Access..., or from Edit menu, select Preferences...
Select Integrated Applications in the left navigator
Switch to Company Preferences tab
Choose Easy Tracker QuickBooks Integration, click button Properties...
In the Access Rights tab, you can choose Prompt before allowing access, or Allow this application to login automatically. For detailed information, please refer to the help of QuickBooks.
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