you update information on the iPhone it will also update the information in Quickbooks (e.g. Address, Email and Phone). If you already have your clients entered in Quickbooks, you will want to leave this field unchecked. Make sure that the Client name exactly matches your Quickbooks Customer name. If you will be creating new clients in Time Master, to import into Quickbooks, you will want to check this row. Export Items: If Export Items is checked, when you export your items (Tasks or Projects), it will always overwrite the Items in Quickbooks. If you are using different Accounts in Quickbooks for items, the option should be unchecked and you must have created this item in Quickbooks before exporting. If you had not created the item before importing, the item will be created in Quickbooks, but it will not have an Account or Rate associated with it. When this item is unchecked the Items Account option will disappear. Items Account: This is the income account in Quickbooks into which the Time Entry items are imported. If the item income account name already exists in Quickbooks, make sure that the spelling of the name is exactly the same on the device as in Quickbooks, otherwise it will be created as a new account in Quickbooks. If you use several different Accounts, you will need to turn off the Export Items option and have all your Items pre-created in Quickbooks. This will also hide this option from view. Export Projects as Jobs: If you use “Jobs” in Quickbooks, you can use the Projects name to represent the Job. When you choose this option, the Export Items From row will disappear as the only option will be Tasks for Items since you will be using Projects for Jobs. Export Items From: (only visible if Export Projects as Jobs is unchecked) Since Rates cannot be imported into Quickbooks directly, you need to tie the Time Entry to what Quickbooks calls an “item”. You can choose to use either the Project name or the Task name to equate to the Quickbooks item. The exception to this is if you set the Export Projects as Jobs, in which case this option will not appear because it’s only option is Items from Tasks. We recommend using Task, or even better use a Global Task. That will prevent you from re-using the same name from an item, that is specifically tied to a Client. If the Project/Task name does not exist in Quickbooks, it will be created. It is important to make sure that you put the Rate in the Project/Task, so that it will be set when the Item is created. If you already have items set up in Quickbooks, make sure the Project/Task name is exactly the same on the device as in Quickbooks. Note that if you export a Time Entry that does not have a Project/Task name, it will use the “Default Item” as the item name. Memo Fields: The Memo Fields option allows you to populate the Quickbooks “Memo” field with several of the different fields in Time Master. Turn ON any options you want appended to the Memo field. Note that Quickbooks only allows 1000 characters maximum in it’s Memo field.
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