Mapping Data from Autotask to QBOE

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   If you are using QuickBooks Online Edition, here is a suggested mapping for your fields. First choose the Invoice transaction type and be sure to click options and check the box to truncate fields. You can also download this map here: (unzip after downloading) http://bscdownload.com/downloads/AutoTaskInvoiceMapQBOE.zip

Please note these map files work with the default local terms and symbols settings within Autotask.  If you modify any of these settings in Autotask these mappings may not be applicable.  If you have difficulties mapping your file please send your Autotask export file to support at baystateconsulting.com and please indicate that this is for an Autotask export file.

If you sell both products and services you may need to manipulate the Autotask export file pre-import so you can import both of these types of transactions in the same import.  A sample of an excel file with these changes (@IF functions) can be downloaded from this link: uploads/1/Export_Wizard_with_at_if_formulas.zip

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administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Online Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Topic: Mapping Data from Autotask to QBOE Posted: 07 February 2007 at 9:35am
	If you are using QuickBooks Online Edition, here is a suggested mapping for your fields. First choose the Invoice transaction type and be sure to click options and check the box to truncate fields. You can also download this map here: (unzip after downloading) http://bscdownload.com/downloads/AutoTaskInvoiceMapQBOE.zip Please note these map files work with the default local terms and symbols settings within Autotask. If you modify any of these settings in Autotask these mappings may not be applicable. If you have difficulties mapping your file please send your Autotask export file to support at baystateconsulting.com and please indicate that this is for an Autotask export file. If you sell both products and services you may need to manipulate the Autotask export file pre-import so you can import both of these types of transactions in the same import. A sample of an excel file with these changes (@IF functions) can be downloaded from this link: uploads/1/Export_Wizard_with_at_if_formulas.zip

tobyleger Members Profile Send Private Message Find Members Posts Visit Members Homepage Add to Buddy List Newbie Joined: 07 July 2008 Location: Lake Charles, L Online Status: Offline Posts: 2	Post Options Post Reply Quote tobyleger Report Post Quote Reply Posted: 07 July 2008 at 4:28pm
	When mapping, can you only map an invoice or can the information be brought in as a time entry?

administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Online Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Posted: 08 July 2008 at 9:43am
	You can map the fields however you wish. For a time tracking entry you need an Employee name.

tobyleger Members Profile Send Private Message Find Members Posts Visit Members Homepage Add to Buddy List Newbie Joined: 07 July 2008 Location: Lake Charles, L Online Status: Offline Posts: 2	Post Options Post Reply Quote tobyleger Report Post Quote Reply Posted: 09 July 2008 at 10:43am
	What is the mapping I need to use?

administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Online Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Posted: 09 July 2008 at 10:47am
	Can you email sales at baystateconsulting a sample file? We will map it for you and send you back the file.