It is now synchronized with your QuickBooks Pro/Premiere/Enterprise. You are now done installing the Bill4Time QuickBooks Connect Application. Repeat Steps a-f for the additional items that need to be listed in the Item List. In the Account pull down menu, choose the desired account. 4ĥ Figure 6: Adding the Labor item in QuickBooks e. For Item Name/Number, type in the item listed as listed in the Bill4Time QB Connect window. In the Type section, choose the desired type for this listed item. Click on the Item button at the bottom left corner. If there are any missing items in the Item List page, do the following on the page (see Figure 6): a. See Figure 5 Figure 5: Matching the QB Items in both applications 6. ![]() The Bill4Time items MUST all be included in the QuickBooks Item List, and listed exactly the same in the QuickBooks Item List. Make sure that the items listed in the QuickBooks Items section also listed in QuickBooks. Go back to the Bill4Time QB Connect application. Figure 4: QB Items Aligning Your Bill4Time Settings with QuickBooks For QuickBooks Pro/Premiere/Enterprise 1. Keep the application open to the Settings tab and go to the next instructions to setup your items in QuickBooks. Figure 3: Application with No Certificate 3Ĥ Entering QuickBooks Items 1. You can also read the error message by hovering your mouse over the validation button. If the validation fails, you will see the error message at the bottom of the screen. If the information is correct, this button will then show a green checkmark. From there you will see a Confirm to Proceed pop-up and click Yes, then Done. Check the option Yes, always allow access even if QuickBooks is not running (so you can run the QB connect program without having to open your QuickBooks file) and click Continue. You will see a QuickBooks Application with No Certificate pop- up (see Figure 2). Click on the validation button located under the Browse button to validate your QuickBooks settings. Click on the Browse button next to the Figure 2: QB Settings File field to choose your QuickBooks company file (the file should end with a.qbw suffix) or if you already have your QB file open, leave it blank, the program will automatically sync to that file you are currently in. From the Settings tab of the application choose the version of QuickBooks that you are currently using. A Login to Bill4Time pop-up with come up having you enter in your password. Click the validation button located at the right. Put a check mark next to the pertinent settings. Under Username put in your Bill4Time username. Under Firm ID, put in your Bill4Time Firm ID. ![]() Once you have saved successfully entered and saved your settings, you won t have to go through these steps again. 3 Part II Entering Settings (QuickBooks Pro/Premiere/Enterprise) Entering Your Settings For QuickBooks Pro/Premiere/Enterprise These instructions are when you are opening the QB Connect Application for the first time.
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