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This section includes the following topics:
See the chapter on Accounting Integration for additional topics.
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For an explanation of the mapping fields associated with each entity, please refer to the accounting interface mapping spreadsheet. See the chapter on 12986478 Configuring the Accounting System Integration for additional topics.
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Fields imported from Projector may be too long for QuickBooks to handle. In these cases the data will be truncated and you will be warned. To avoid truncation of data please shorten the fields in Projector. Details regarding field names can be found here. |
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The built-in interfaces to QuickBooks and Great Plains require that the payment terms for each transmitted invoice (in the AR transaction) match the one of the payment terms defined in the accounting system. This generally does not need to be changed once initially set up. See the section on 12986478 Configuring the Accounting System Integration for additional topics.
Synchronizing Clients and Vendors
To send AR transactions to the accounting system, the clients to which the invoice was issued needs to exist within the accounting system (called customers in QuickBooks) as well. Similarly, the resources that submitted expense reports need to exist in the accounting system (called employees or vendors in QuickBooks) in order to transmit AP transactions. The pre-built QuickBooks interface provides a mechanism to synchronize clients with customers and resources with employees and vendors, and Projector's web services can be used for the same purpose for other systems.
See the section on 12986478 Configuring the Accounting System Integration for additional topics.