Synchronize Projects/Jobs

Easy Tracker QuickBooks Integration provides an easy way to synchronize jobs in QuickBooks and projects in Easy Tracker.

Note:

	This feature is not supported in QuickBooks Online Edition.
	A project will not be displayed until its client has been synchronized to QuickBooks. To learn how to synchronize clients, please click here.
	A project without a client will not be displayed in Projects view. To display, you need assign a client to the project in Easy Tracker Pro.
	If a client is not synchronized to QuickBooks, then its project information will not be displayed in Projects view.
	Synchronize project categories to QuickBooks firstly. If a project category is not synchronized to QuickBooks, then synchronizing projects in the project category will fail, and in the log view, some error information may show: "There is an invalid reference to QuickBooks Job Type "XXX" in the Customers. QuickBooks error message: Invalid argument. The specified record does not exist in the list." If a project without assigning project category, there will no problem when synchronizing.

Best Practices

	Firstly, synchronize Clients, Project Categories information.
	At last, synchronize Projects information.

To synchronize Projects in Easy Tracker to Jobs in QuickBooks

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Projects 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 Jobs in QuickBooks to Projects in Easy Tracker

Start QuickBooks
Start Easy Tracker Pro
From the Tools menu, choose QuickBooks Integration
Switch to Jobs 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
	Synchronize Clients/Customers

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