help importing into Quickbooks

[lois@sachslaseur.com]

Granted, I'm NOT the most tech savvy person on the planet, but . . . there seems to be a missing step in your instructions on how to import time into Quickbooks 2010 from Timemaster via IIF files.  Timemaster offers me the choice of emailing reports in csv, or html, or both.  How do those become IIF files?  What I receive as an email is a simple table with various clients, matters, time, etc. -- not an attached file.  How do I then save that as something other than an Outlook or Adobe file?

[Adam]

Granted, I'm NOT the most tech savvy person on the planet, but . . . there seems to be a missing step in your instructions on how to import time into Quickbooks 2010 from Timemaster via IIF files.  Timemaster offers me the choice of emailing reports in csv, or html, or both.  How do those become IIF files?  What I receive as an email is a simple table with various clients, matters, time, etc. -- not an attached file.  How do I then save that as something other than an Outlook or Adobe file?

Ok, the first question I have to ask is did you purchase the optional Quickbooks module?  If you did, then when you go into the Reports tab and set your selection criteria.  Once the report is generated you tap on the email icon (upper right) and it will then ask you if you want to export via: HTML/CSV, Quickbooks or Cancel.  Tap on the Quickbooks button and it will email you an IIF file.

If you are using the Mac Quickbooks 2010, you would also need our "Time Bridge" app to import the "Time Activity" records into QB.

[lois@sachslaseur.com]

We bought the Quickbooks module, then you (your company) told that we didn't need it after all, because we were using Windows and you only needed that for a Mac, so you refunded our money.  So now you're saying that TimeBridge is only for Macs and there is another module that we need, something different from what we were told we didn't need last time   There's obviously a disconnect in communication here somewhere !!!

[Adam]

We bought the Quickbooks module, then you (your company) told that we didn't need it after all, because we were using Windows and you only needed that for a Mac, so you refunded our money.  So now you're saying that TimeBridge is only for Macs and there is another module that we need, something different from what we were told we didn't need last time   There's obviously a disconnect in communication here somewhere !!!

Hi Lois,

Sorry that your finding this confusing.   

In order to export QB IIF files, you need the optional "Quickbooks Export" module.  This can be found by running Time Master on your iPhone and tapping on the Modules tab (bottom).  Then in the "Upgrades", one of the three currently available upgrades is the "Quickbooks Export".  That is what is needed to export IIF files that can then be imported into Quickbooks.

The other thing is that the Macintosh 2010 version of QB is still crippled and does not allow direct import of IIF files like the Windows version does.  Since we had several Mac QB users wish that they could also do this we wrote the "Time Bridge" application for the Mac Quickbooks 2010 version.  If you are using the Windows version of QB, you do not need Time Bridge.

Hope that clears stuff up somewhat?  If you have more questions, please feel free to write us back!