Importing and Exporting

Testing A&E Tracker from the Trial Version

  1. Download the installer and install it per instructions in the User Guide. Note: DO NOT load the sample data. Instead, import your items and clients from Quickbooks.
  2. To Export timer data from A&E Tracker to QuickBooks:
    • Export a Timer Lists file from Quickbooks for import into A&E Tracker.
    • Click Export in the A&E Tracker window. [The first time you do this, before you've entered records, you'll first import from your Quickbooks file - that makes sure that all your items will be exportable later.]
    • Select QB Timer Format.
    • Click Export in the Export dialog.
    • When prompted to Import a Timer Lists file, Click Import Now
    • Browse to your IIF file. Click Open. The IIF file will be read and stored by A&E Tracker.
  3. Create some real A&E Tracker records with your new lists of Clients, etc.
  4. To text Exporting from AE Tracker to Quickbooks
    • Delete any sample or incomplete records
    • Click Export and then All Records (or select a specific client)
    • Click Export at the bottom to create your IIF file.
    • Import that export file into Quickbooks and follow the familiar prompts.

Screenshots

Once you have performed a successful Import of you Quickbooks Timer file, here's how you make a record and export it.  First, click New (new timer record) and make it Blank (not a previous client).
Next, pick one of your clients.  In this case, there was only one to choose from.  NOTE: in the Workgroups version, you can create clients directly from A&E Tracker; in the basic version, you need to import them.

The next prompt is for "Project".  I personally do not use "projects" since I tend to have one project per client (web designs) and so I only have one listed.

Here are some Items (Activities) which were imported with the IIF file. Game Face Web Design (my company) specializes in Drupal Development. so I'm picking that one.
Here is the "worker" name imported with the Quickbooks file.

Having verified that all data was successfully imported into A&E Tracker from Quickbooks (because the clients, projects, and activities were all there), I have added some timer records and am now ready for my first REAL export back into Quickbooks.

Note that we are selecting all clients, all projects, but a specific start and end period.  That is part of my weekly workflow.

The "Choose" button opens to a calendar interface.

Finally, it is important to check "QuickBooks Timer Format".

Selecting all clients creates a file which is called "all_aet_clients_[date].IIF";

Otherwise, if you chose to export only on eclient, the client you selected will be named in the file.

Here is the file created, which will import seamlessly into Quickbooks.

 

Bookmark/Search this post with: