Preferences

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.

In this view, you can configure how to synchronize data between QuickBooks and Easy Tracker.

QuickBooks Company File Section

It's optional to enter QuickBooks company file here. If you do not specify QuickBooks company file, then Easy Tracker QuickBooks Integration will suppose that you have started QuickBooks, it will try to synchronize data with the running QuickBooks.

If you have allowed Easy Tracker QuickBooks Integration login automatically and specify company file, then it's not necessary to start QuickBooks when synchronize. To learn how to configure company preferences, please refer to make some basic configuration for QuickBooks.

QuickBooks Account Name Section

You can specify an account name for tasks and expenses respectively. By default, the account name is Account For Easy Tracker.

When synchronize tasks to QuickBooks, Easy Tracker will use the account information. Note: if the account name does not exist in QuickBooks, the synchronization will fail.

When synchronize expenses to QuickBooks, Easy Tracker will use the account information. Note: if the account name does not exist in QuickBooks, the synchronization will fail.

When Synchronize between Easy Tracker and QuickBooks Section

When there exist duplicate entries, you can choose replace duplicate entries, skip duplicate entries or prompt when duplicated entries found. By default, Easy Tracker QuickBooks Integration will prompt when duplicated entries found.

When Synchronize Timesheet Section

Timesheet of Easy Tracker has two kinds of duration, one is total time, and the other is effective time.

Effective Time = (Total Time - Total Interrupt) * Work Efficiency / 100

By default, when synchronize timesheet, total time will be synchronized to QuickBooks.

When Synchronize Expenses to QuickBooks Section

You can specify expense export formation: general journal or check register. By default, Easy Tracker QuickBooks Integration use general journal as expense formation.

What do you want to do?

bulletLearn more about Table view
bulletLearn about field mapping
bulletMake some basic configuration for QuickBooks
bulletSynchronize Clients/Customers
bulletSynchronize Project Categories/Job Types
bulletSynchronize Projects/Jobs
bulletSynchronize Users/Employees
bulletSynchronize Tasks/Service Items
bulletSynchronize Time Entries
bulletSynchronize Expense Categories/Classes
bulletSynchronize Expenses

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