How to Import Employees
Employee master is maintained in QuickBooks. Every now and then Employee Master will be synched back in iBE. It will always be a 'Pull' from QuickBooks. iBE will not update any changes made in Employee Master in QuickBooks.
These changes can be imported in iBE using following steps:
- Navigate to System > Data set-up > Data Import & Export
- Select Mapping 'QuickBooks Online Import Employee'
- Click on 'play' action icon to Import employees
iBE will pull in all employees changed since last import and give a report of success / failures if any. Check the next step on 'How to check result of Imported Data'
How to check result of Imported Data
- At the end of the import, you will see the results of import. All new employees will be created in iBE and the results will be displayed in the grid.
- Once the import is over you can also download results in an excel sheet by clicking on download button.
How to Import Customers
Customer master is maintained in QuickBooks. Every now and then Customer Master will be synched back in iBE. It will always be a 'Pull' from QuickBooks. iBE will not update any changes made in Customer Master in QuickBooks.
These changes can be imported in iBE using following steps:
- Navigate to System > Data set-up > Data Import & Export
- Select Mapping 'QuickBooks Online Import Customer'
- Click on 'play' action icon to Import Customer
iBE will pull in all customers changed since last import and give a report of success / failures if any. Check the next step on 'How to check result of Imported Data'
How to check result of Imported Data
- At the end of the import, you will see the results of import. All new customers will be created in iBE and the results will be displayed in the grid.
- Once the import is over you can also download results in an excel sheet by clicking on download button.
How to Import Services
Service master is maintained in QuickBooks. Every now and then Service Master will be synched back in iBE. It will always be a 'Pull' from QuickBooks. iBE will not update any changes made in Service Master in QuickBooks.
These changes can be imported in iBE using following steps:
- Navigate to System > Data set-up > Data Import & Export
- Select Mapping 'QuickBooks Online Import Service / Item'
- Click on 'play' action icon to Import employees
iBE will pull in all services changed since last import and give a report of success / failures if any. Check the next step on 'How to check result of Imported Data'
How to check result of Imported Data
- At the end of the import, you will see the results of import. All new services will be created in iBE and the results will be displayed in the grid.
- Once the import is over you can also download results in an excel sheet by clicking on download button.
How to Setup Projects
Project master is maintained in QuickBooks. Every now and then Project Master will be synched back in iBE. It will always be a 'Pull' from QuickBooks. iBE will not update any changes made in Project Master in QuickBooks.
These changes can be imported in iBE using following steps:
- Navigate to System > Data set-up > Data Import & Export
- Select Mapping 'QuickBooks Online Import Project / Task'
- Click on 'play' action icon to Import projects
iBE will pull in all projects changed since last import and give a report of success / failures if any.
On Import of project from QuickBooks, following activities occur in iBE:
- A new project is created for the Job in QuickBooks
- Project is set up for 1st, Jan 2016 to 31st, Dec 2016
- Mrs. Amrit Singh is set up as the Project Manager
- A task is created in the project for time sheets
- All tasks are created as Billable
How to check result of Imported Data
- At the end of the import, you will see the results of import. All new projects will be created in iBE and the results will be displayed in the grid.
- Once the import is over you can also download results in an excel sheet by clicking on download button.
How to Setup Project post QBO Import
Following data needs to be changed for the purpose of completing the set up, navigate to Projects > Projects and all the projects are listed down in the list view. Select any row (as highlighted in purple) and click on 'pencil' icon to edit (highlighted in orange)
- Go to 'General' tab and Assign the appropriate Project Manager if Mrs. Amrit Singh is not the project manager
- Click on 'Task' tab and open the task by clicking on the pencil
- Click on the 'Resource' tab and assign the resource who is working on this project
- Click on the 'General' tab and assign the service to be billed in this project / task
- Click on the 'General' tab, change the 'Requested by' to external user if timesheet has to be approved by the external user
