How to transfer Time Off data to QuickBooks using IIF files?
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In Web TimeSheet, you will need access to the Integration tab to be able to export data in the form of IIF files, and then the files can be imported into QuickBooks.
To export QuickBooks data via an IIF file:
Prior to the Export, you need to make sure that you have the following Settings correctly configured. You can set this up by clicking on Settings in the Export.
Basic Settings: Complete the following fields.
Field Name Description.
Company Your company name in QuickBooks.
Company Create Time: The unique number that identifies your company in your version of QuickBooks.
Ver: The version number of your QuickBooks.
Rel: The release number of your QuickBooks.
To find these values, run Export lists to Timer in QuickBooks and view the output. Refer to QuickBooks' documentation for information on how to do this.
In the Select Data to Export field:
Specify which data you would like to export, and, if applicable, how you would like that data to map in QuickBooks.
PITEM refers to a payroll item, which you may map to a Web TimeSheet timesheet row level user defined field.
In the Export time to QuickBooks as field, specify whether you would like to export time data to QuickBooks as:
Time: This is the default option. If you select this option, you can still create a client invoice manually from within QuickBooks.
Client Invoice: If you select this option, you must first define User Defined Field #10 for clients associated with time to be exported. This field is mapped to the Revenue Account field in QuickBooks.
To transfer a project for invoicing that has no client associated with it, create a generic client in Web TimeSheet such as "No Client" with no billing rate, and select that account to define User Defined Field #10.
Only approved time sheets will be included in the export.
In QuickBooks, fields containing double colons ("::") are interpreted as empty. Therefore, do not include double colons in Web TimeSheet fields you intend to transfer to QuickBooks.
Timesheet Export Field Mappings
Web TimeSheet Field: … maps to QuickBooks Field
User Name: Emp
Entry Date: Date
Client Name: Job
Client Project: Job
Project Name: Item,Class
Billable: Billing Status
Task Name: Item, Class
Total Hours: Duration
Client User Defined Field 10: Revenue Account
You can generate the export for 'All' data or 'Not previously exported' data.
All: All the data for that timesheet period selected
Not previously exported: Data not transferred previously for the timesheet period selected.
Depending on which version of QuickBooks you are using, the file import method may differ. For more information on how to import the IIF file, refer to QuickBooks' documentation.
Web TimeSheet – QuickBooks Integration using IIF file supports unidirectional data transfer. The data can be transferred only from Web TimeSheet to QuickBooks, and not from QuickBooks to Web TimeSheet. If you prefer bidirectional data transfer, then you will need to install 'Web TimeSheet Integration Manager for QuickBooks' module.
Refer the attached screenshots: