To transfer [Time Entries] records from TimeLive to QuickBooks, just click on Transfer [TimeLive Time Entries to QuickBooks as Time Entries] button in main option screen of integration tool.
Steps for Transfer:
- Select [Employee Name] if you want to transfer any selected employees timesheet. Just select [All], if you want to select time entries of all employees.
- Select [start date] and [end date]
- Select type of mapping for your [Project / Tasks] with QuickBooks which you used while transferring your projects / tasks to QuickBooks
- Jobs / Items (Projects Tasks will be transferred as “Jobs/Items” in QuickBooks
- Jobs / Sub Jobs (Project Tasks will be transferred as “Jobs/Sub Jobs”
- Items / SubItems (Project will be transferred as “Items/Sub Items”
- Tick on “Transfer time entries to payroll timesheets”, if you want to transfer TimeLive time entries with payroll related items.
- Select mapping of QuickBooks [Class Items] with TimeLive data. You can select either of these option for mapping of Class data.
- None
- Cost Center
- Department
- Employee Type
- Milestone
- Work Type
- Select mapping of QuickBooks [Payroll Item] mapping with TimeLive data. You can select either of these option for mapping of Payroll Items data.
- None
- Cost Center
- Department
- Employee Type
- Milestone
- Work Type
- Select [Wage Type] which you want to be populated with your time entries
- Click on [Transfer TimeLive Expense Codes to QuickBooks as Accounts] button.
- After successful, application will show a Successful transferred message.