Synchronize Expenses

Easy Tracker QuickBooks Integration provides an easy way to synchronize expenses in Easy Tracker to QuickBooks.

Note:

	Before synchronizing data, makes sure you have made some basic configuration for QuickBooks.
	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 synchronizing time entries and expense entries, you need synchronize Clients, Projects information to QuickBooks firstly.

Best Practices

	Firstly, synchronize Project Categories information.
	Secondly, synchronize Clients, Projects information.
	At last, export expenses.

To synchronize Expenses in Easy Tracker to Timesheet in QuickBooks

There are two major steps:

A. Export Expenses from Easy Tracker

Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Expenses 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. Then a dialog of Export Expenses will be popup.
In the section QuickBooks Account For Expenses, input your account, by default, the account name is Account For Easy Tracker. When you input an account, make sure the account has been created in QuickBooks. To learn how to create a new account, please refer to basic configuration for QuickBooks.
In the section When Synchronize Expenses to QuickBooks, you can specify the expense formation. You can also specify to export entries not marked "billed", or just export selected entries.
In the section Export Expenses To File, you can specify where to store the exported file, and the file name. To prevent one entry is exported two times, it is recommended to check these box: Export entries not marked "billed", and After export, mark all exported entries as "billed"
Click OK to export expenses to file

B. Import Expenses to QuickBooks

Start QuickBooks
From the File menu, select Import, IIF Files..., then locate the file exported.
Click Open to open the file, QuickBooks will import the expense entries inside. If importing is successful, a dialog will show: "Your data has been imported".

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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