EasyProjects To QuickBooks Connector

Getting started

Installation

Step 1: Download

Download the latest install package from http://www.easyprojectsaddin.com/easyprojects-quickbooks-connector/try.

Step 2: Launch the setup.exe

Click to Run button for continue installation.

Step 3: Installation

Click to the Next button and follow the instructions for instalation complete.

Launch the QuickBooks Connector

Launch the Easy Projects To QuickBooks Connector application.

Click the Time Entries tab to launch the Time Entry Import Wizard.

Import Time entries

Step 1: Connect with your Easy Projects

Type your Easy Projects account URL in the URL bar. It is must begin with ‘http:’ or ‘https:’. Then type your Easy Projects Username and Password in the fields below.

Click either the ‘Validate Connection’ or 'Next' button to validate the entered data.

If your Easy Projects system uses Windows authentication, select the ‘Use Windows credentials’ checkbox.

Easy Projects 8.2 and later are the supported versions.

Step 2: Connect with QuickBooks

To establish connection with QuickBooks you need to have it running on the same computer, or select a company file (*.qbw). With this ensured, click Connect to proceed.

The first time the application logs in to QuickBooks, QuickBooks must already be launched and running in the foreground with a company file open and the administrator user logged in.

This software is designed to be used with US editions of QuickBooks 2002 through 2013, and certain Canadian and UK editions of QuickBooks (2008 and later).

QuickBooks supports only Latin characters. During export, the application transliterates the names of the objects being exported to Latin characters.

Step 3: Time Entries

On this step, time entries available in Easy Projects are displayed as a tree with the top element being customer, followed consequently by project, task, child task (subtask), and the last being time entry.

The Name column of a time entry contains the description given to it when it was logged, since time entries has no name as such.

Select time entries you would like to import into QuickBooks. Use the Range and Users filters in searching for time entries.

Step 4: Preview

This is the last step before import is carried out. A list of the time entries to be imported in QuickBooks is created in the step.

Some values in the Customer, Job, Employee columns may be contains green marker - this means that these items have NOT been found in QuickBooks and so will be created during import. You can replace an item to be created with one already existing in QuickBooks, to do so click the cell and select an item from a drop-down list.

If a time entry is marked as billable, the value in the Service column has to be specified. You can use one Service value for all the time entries, to do so select Service at the top of the screen.

The value in the Amount column is calculated as a product of Time Entry Duration and Price of Service. This field is for information only and is NOT used in QuickBooks import.

To have contact details and other customer and employee-related data updated during import, select the ‘Update the existing customers, employees’ checkbox, which is selected by default.

Step 5: Finish

The results of import are displayed on this step. Successfully performed entity creation and update operations are given in green color. Entities for which the application has returned some errors are given in red. Entities that have undergone no change are given in black.

As you click Finish, connection with QuickBooks is terminated.

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