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QuickBooks |
BigTime |
Notes |
Company Name |
Client Name |
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Name |
Project Name |
Note that BigTime has several options for how a job is exported. You may decide, for example, that you'd like both the project ID and the project NAME to appear in the job name field in QB.
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FULL Name |
Project "Display" Name |
For multi-level QuickBooks job structures, BigTime uses the "full name" in order to make it easier for your team to reference the project. A project called "Job 123" for a company called "Allstate," can be referred to as "Allstate:Job 123."
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Salutation |
Billing Contact |
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FirstName |
Billing Contact |
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SurName |
Billing Contact |
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Billing Address |
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/Address1 - /Address4 |
Billing Contact |
BigTime assumes that the first line of your billing address is the company name. Then, it lets you setup 4 additional lines of address data. By default, we link the QuickBooks address to your Billing Contact's address. |
/City |
Billing Contact |
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/State |
Billing Contact |
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/Postal Code |
Billing Contact |
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/Country |
Billing Contact |
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Phone |
Client (Main Ph) |
Main (client) phone number
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Contact |
Billing Contact |
If you don't fill in the First/Last name fields, then BigTime will attempt to pull first/last name from your Contact field.
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Fax |
Client (Main Fax) |
Main fax number for the client.
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Billing Contact...Email |
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Account Number |
Project ID |
This field must be unique, and we assign an ID (derived from the job "name") if one isn't already filled in within QuickBooks.
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Job Status |
Status |
Import ONLY. |
Job Start Date |
Start Date |
Import ONLY.
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Customer Type |
Client Type |
Import ONLY. Note that in order for you to pull this value from QuickBooks, you must have "linked" your client type codes with QuickBooks.
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Job Type |
Job Type |
Import ONLY. Note that in order for you to pull this value from QuickBooks, you must have "linked" your project type codes with QuickBooks.
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Sales Tax Code |
Project Sales Tax Type |
Import ONLY. |
Custom Fields |
BigTime Custom Fields |
If the BigTime field name is the same as the QuickBooks field name, then QuickBooks custom fields are copied into BigTime automatically.
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QuickBooks |
BigTime |
Notes |
FirstName |
First Name |
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LastName |
Last Name |
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EmployeeAddress |
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/Address 1 |
Address |
Line 1
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/Address 2 |
Address |
Line 2
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/City |
City |
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/State |
State |
In Canadian version of QuickBooks, this is linked to the PROVINCE field.
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/Postal Code |
Zip |
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/Country |
Country |
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Phone |
Work Phone |
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AltPhone |
Home Phone |
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MUST BE UNIQUE in BigTime
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QuickBooks 2003 |
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Payroll/Salary |
NA |
We do not import any salary data from QuickBooks into BigTime. That data stays confidential in QuickBooks unless you enter it explicitly in BigTime.
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Payroll/UseTimeData |
UseTimeData |
This checkbox indicates whether an employee uses timesheet data to compute payroll (e.g. - hourly rates). Import Only.
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SSN/SIN |
SSN |
Import Only.
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