QuickBooks must be running in multi-user mode.

In order to successfully integrate costs with QuickBooks, the following items must be configured in QuickBooks:

Bringing over Existing Customer:Job Database from QuickBooks

If you have been using QuickBooks, and you want to bring over your current customer database into Tabs3, you can use the following procedures:

  1. Make sure each Tabs3 timekeeper has a corresponding valid employee in QuickBooks. Also make sure these employees are configured as sales reps in QuickBooks.
  2. Make sure each Tabs3 Category Description has a corresponding valid Job Type.
  3. Make sure each customer has a job. Each customer and job in QuickBooks needs a unique account number that is a valid Client ID in Tabs3. Customers and jobs without a valid account number will not be passed to Tabs3.
  4. Make sure each customer and job in QuickBooks is assigned a Sales Rep.
  5. Make sure each customer and job in QuickBooks is assigned a valid Job Type.
  6. Make a backup of the Tabs3 data files.
  7. Run a Data File Integrity Check. Proceed only if there are no errors.
  8. Run the Merge QuickBooks Data with Tabs3 program to merge the QuickBooks information into Tabs3.

Posting an Existing Tabs3 Client Database to QuickBooks

If you have been using Tabs3, and you want your current client database to be posted to QuickBooks, you can use the following procedures:

  1. Make sure each Tabs3 client matter has a base client. The client matter and base client must have the same identical name with different Client IDs.
  2. Although Tabs3 will add timekeepers to QuickBooks on the fly as required, you may want to define all Tabs3 timekeepers as employees in QuickBooks in order to avoid potential issues with long names. If you add employees in Tabs3, be sure to also designate them as sales reps.
  3. Make a backup of the Tabs3 data files.
  4. Run a Data File Integrity Check. Proceed only if there are no errors.
  5. Run the Send Tabs3 Data to QuickBooks program.