[TimeLive QuickBoooks Integration Manager] provides users the ability to transfer information between TimeLive and QuickBooks. With the ability to transfer time and expense data, the integration module is an ideal solution for those working on projects or tasks that are to be billed to clients. Using TimeLive, you can track the actual time spent working on projects, then transfer the data to QuickBooks, to invoice clients for the work completed. Time data entered by employees can also be transferred for use in generating payroll timesheets in QuickBooks. Plus, expenses incurred against the project can also be entered in TimeLive, and transferred to QuickBooks to reimburse employees, pay vendors and charge clients. Additionally, you can use the integration module to save the time and effort associated with entering the user and project data in both QuickBooks and TimeLive. This duplication can be eliminated by entering the data in one application and transferring to the other using the [TimeLive QuickBooks Integration Manager].

Data Type TimeLive Term QuickBooks Term
Employees Employee (ones paid on a regular and on-going basis). Employee
Vendors Employees with “IsVendor=Yes in Employee Types” Vendor
Customers Clients Customers
Jobs/Items Project / Task Job/Item, Job/Sub Job or Item/ Sub Item
Time Tracking Timesheet Time Tracking
Expense Tracking Expense Sheet Vendor Bills

Steps for setting up TimeLive’s QuickBooks Integration Tool:

  1. Download the module
  2. Installing the module
  3. Configuring QuickBooks for use with the Module.
  4. Launching the Module

Downloading the module:

TimeLive’s QuickBooks integration module can be download from download page from
http://www.livetecs.com/Home/Download.aspx

Installing the module

Installation of the module is a simple, wizard-guided process. Before beginning installation, ensure that:

  1. Your machine meets the integration module’s minimum system requirements.
  2. You are installing the integration module on the computer where QuickBooks is installed.
  3. Your version of QuickBooks is updated to include all available patches (recommended).

Configuring QuickBooks for use with the Module

Before attempting to integrate with TimeLive, follow the steps below to ensure QuickBooks is properly configured for integration.

  1. Launch [QuickBooks].
  2. Open a company file.
  3. When you integrate with TimeLive, you will transfer data to and from the open QuickBooks company file.
  4. If a dialog box displays indicating that TimeLive is attempting to access the QuickBooks company file without a certificate: a. Select the [Yes], [Always] button. This will allows TimeLive to access the company file for data transfer purposes.

Launching the Module:

  1. To launch the integration module:
    1. Double-clicking a shortcut name [TimeLive Quickbooks Integration Manager] created during installation
    2. Selecting [TimeLive QuickBooks Integration Manager] from the Windows Start menu.
  2. On login window, enter [TimeLive URL] which you are using to access your TimeLive application, TimeLive username and password.
  3. Click on [Login] button to launch Integration tool.
  4. When a QuickBooks dialog box stating the module is attempting to access the company file displays, enable the check box labeled [Allow] this application to access. This will give TimeLive permission to transfer employee and vendor data to the company file. Select the [Yes] or [Always]. Select [Yes] if asked to confirm. The main [TimeLive Integration Manager for QuickBooks] window displays.
  5. After login, application will show TimeLive integration main options screen as below.