Customer/Job mapping is done for you during the initial sync. Aero will bring in your QuickBooks Time Jobs/Customers and will match them to existing Aero Customers or create new ones. Learn more about the way the Customer (Job) sync works.
Choose whether or not you want to auto-sync time. If you want time to automatically sync from Aero to QuickBooks Time, navigate to Aero Settings > General Settingsand check the Auto sync time box. Learn more about how the time sync works.
Map your Aero Team Members. Navigate to the Edit Team Member screen to match each Aero Team Member to the corresponding QuickBooks Time Employee. Choose the correct name from the QuickBooks Time Entity drop-down. Note that you can only select an existing QuickBooks Time Employee from the drop-down. New Employees are added in QuickBooks Time and then synced to Aero from the Manage Integrations page.
Map Service Items. Navigate to Aero Settings > Aero Types and match each Aero Type to the appropriate QuickBooks Time Service Item.
Map Classes (Optional). If you have Classes required in your QuickBooks Time account, edit your Aero Types so that each one is connected to a QuickBooks Time Class.
Comments
0 comments
Please sign in to leave a comment.