18.02.01.07 Transferring Projects/Tasks

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18.02.01.07 Transferring Projects/Tasks

To transfer [Projects/Tasks records from UNItekTIME to QuickBooks], just click on [Transfer Project/Tasks to QuickBooks as Jobs/Items] button in main options screen of integration tool.

Steps for Transfer:

  1. Select any mapping option of UNItekTIME Project / Tasks to QuickBooks which you want in this transfer.
    1. Jobs / Items (Projects Tasks will be transferred as [Jobs/Items] in QuickBooks
    2. Jobs / Sub Jobs (Project Tasks will be transferred as [Jobs/Sub Jobs]
    3. Items / SubItems (Project will be transferred as [Items/Sub Items]
  2. Click on [Transfer UNItekTIME Project/Tasks to QuickBooks as Jobs/Items] button.

  3. After successful, application will show a Successful transferred message.
Article ID: 90, , Modified: 3/24/2021 at 3:32 AM

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