Understanding Project / Task relationship with QuickBooks:
Defining the Relationship between Data Structures Before using the integration module to transfer data, you must determine how the data structure in TimeLive relates to the data structure in QuickBooks. Understanding the Relationship between Data Structures When transferring certain data types, you must define how the data structure in TimeLive relates to the data structure in QuickBooks. When transferring [project] data from TimeLive to QuickBooks, the relationship tells the integration module where the projects and tasks should be transferred to in Quick- Books. For example, TimeLive [Projects] can be transferred to QuickBooks as [Jobs] or as [Items]. If the integration module is configured to transfer [Projects] as [Jobs], then TimeLive Tasks can be transferred as [Sub Jobs] or [Items]. Depending on the selection data.
Understanding Time Entries relationship with QuickBooks:
When transferring [time entries], the integration module will use the specified relationship to locate the projects and tasks selected for the time entries in QuickBooks. For example, if a TimeLive [project] exists in QuickBooks as a [job], you would typically assign a relationship between [Projects] and [Jobs]. When transferring a time entry for that project, the wizard will then attempt to locate the [project] in the QuickBooks [Jobs] list. Once the [project] is found as a job, the time entry can be associated with the [job] and will be successfully transferred.