Click Add to create a dedicated user that will be used for the purposes of the integration. Make sure the user is given the rights to create and modify Clients, Vendors and their Invoices. Also, make sure the user has an allocated license and can always log in to XTRF.

Go to Integration > QuickBooks. The settings menu appears.

Check the QuickBooks Integration Enabled option. The settings menu expands.

In the General Settings section:

• In the QuickBooks will Sign into XTRF as field, choose the user you have created for the purposes of the integration from the list.

• Choose the Main Currency in your QuickBooks Installation.

• In the Synchronize Items Newer than field, set up the required date of modification of synchronized items. This field will be automatically updated each time the synchronization occurs.

• In the Add QB Invoice Items based on field, set up whether XTRF should send to QuickBooks Invoice Items or Payables/Receivables data.

• Once the synchronization is performed, you will be able to browse the Logs. (Also in the Integration Log tab you will be able to see the items that have been synchronized.)

In the Clients section, select whether the integration should synchronize XTRF Clients and Projects to QuickBooks. Further settings in the Clients section are visible accordingly when Synchronize Clients and/or Synchronise Projects as QB Jobs options are checked. By default, both options are checked.

• In the QB Job Name Expression field, set up the way the Client Jobs are created in QuickBooks. By default it is: ${project.idNumber}

• In the For Client Invoices Use QB Item Name Expression field, set up the way the Client invoice items are created in QuickBooks. By default it is:  ${item.name}.

  This option is not available (not required), if in the field Send Invoice Items Based on the option XTRF Payables/Receivables is selected.

• In the For Client Invoices Use Description Expression field, set up the way the Client invoice descriptions are created in QuickBooks. By default it is: ${entity.finalNumber}.
• In the For Client Invoices Use QB Item Description Expression field, set up the way the Client invoice item descriptions are created in QuickBooks. By default it is: ${item.displayName}.
• In the For Client Invoices Use QB Default Item Name field enter a proper expression. By default it is: customerItem.
• In the Synchronize when Client Invoice Status is field, choose the minimum status of a Client Invoice in XTRF that will trigger the invoice transfer and synchronization to QuickBooks. By default it is Ready.

In the Vendors section, select whether the integration should synchronise XTRF Vendors. Further settings in the Vendors section are visible when Synchronise Vendors option is checked. By default, the option is checked.

• In the For Vendor Invoices Use QB Item Name Expression field, set up the way the Vendor invoice items are created in QuickBooks. By default it is: ${item.activityType.name}.

  From XTRF version 2015 Winter (3.5), this option is not available (not required), if in the field Send Invoice Items Based on the option XTRF Payables/Receivables is selected.

• In the For Vendor Invoices Use QB Item Description Expression field, set up the way the Vendor invoice items are created in QuickBooks. By default it is: ${item.displayName}.
• In the For Vendor Invoices Use QB Default Item Name field, enter a proper expression. By default it is: providerItem.
• In the Synchronize when Vendor Invoice Status is field, choose the minimum status of a Vendor Invoice in XTRF that will trigger the invoice transfer and synchronization to QuickBooks. By default it is Confirmed.

Once you are done, click Save button at the bottom of the page.

Go to QWC File Generation tab. Here you can generate a .qwc file that you will need to use later in the QuickBooks Web Connector.

Click Generate button to generate the .qwc file. Save the file on your local drive.

To run the initial synchronization, check in the box on the left of the XTRF application and click Update Selected button.