Article ID: 8491

Setting Up the QuickBooks Link at the User Level

Take the following steps to set up the QuickBooks link at the User Level:

  1. Set up the QuickBooks link at the Program Level.
  2. Click File on the menu bar and select Setup, General, and User Level to open the User Level Setup window.
  3. Click Links.
  4. Click Billing under Links.
    NOTE: If you do not see Billing, contact Customer Support.
  5. Select a Time Matters® user from the Select A User drop-down list.
    NOTE: You must set up the QuickBooks link for each Time Matters user that you want to use the link.
  6. Click to check the Activate Billing box.
  7. Click Set Billing Options to open the QuickBooks Billing Setup window.
  8. Complete the User Level QuickBooks Billing Setup window.
  9. Click OK to close the QuickBooks Billing Setup window.
  10. Click OK to close the User Level Setup window.
  11. Click File on the menu bar and select Exit to close the Time Matters software.