TimeCardView 7.0 CLI Administrator Guide - Integrating With Intuit's QuickBooks [Cisco Unity Express]

Table Of Contents

Integrating With Intuit's QuickBooks

Contents

Configuring TimeCardView to Talk to QuickBooks

Examples

Syncing Manually with QuickBooks

Examples

Scheduling Synchronization with QuickBooks

Examples

Integrating With Intuit's QuickBooks

First published: January 2009
Revised: March 17, 2010

Integration with QuickBooks is optional.

Contents

•Configuring TimeCardView to Talk to QuickBooks

•Syncing Manually with QuickBooks

Configuring TimeCardView to Talk to QuickBooks

To export timesheet data to QuickBooks, the system requires access to a specific file on the QuickBooks server. On the TimeCardView side, you must specify the QuickBooks server's DNS name or its IP address. By default, the TCVQBConnector uses port number 57343 for handling requests from Cisco Unity Express. You must configure the port number only if you want the the TCVQB-Connector to use a port number other than its default.

After setting up the QuickBooks permissions for TimeCardView referenced in Configuring An Autologin for TimeCardView on Intuit's QuickBooks, page 8 and completing the procedure below, verify that the two applications are communicating properly. To do this, look at the log by right-clicking the TCVQB-Connector icon in the systray and selecting the "View Log" option.

SUMMARY STEPS

EXEC mode:

1. config t

2. service timecardview

3. payroll server quickbooks address address port number

4. end

5. end

6. show timecardview configuration

7. copy running-config startup-config

DETAILED STEPS

Command or Action

Purpose

Step 1

config t
Example:

se-10-0-0-0# config t

Enters configuration mode.

Step 2

service timecardview
Example:

se-10-0-0-0(config)# service timecardview

Enters TimeCardView configuration mode.

Step 3

payroll server quickbooks address address port number
Example:

se-10-0-0-0(timecardview-config)# payroll server quickbooks address 192.0.2.3 port 7

Points TimeCardView to the QuickBooks payroll server. The address variable is either the DNS name or the IP address. The port number is required if the TCVQUB-Connector uses a port number other than its default, 57343.

Step 4

end
Example:

se-10-0-0-0(config-timecardview)# end

Exits TimeCardView configuration mode.

Step 5

end
Example:

se-10-0-0-0(config)# end

Exits configuration mode.

Step 6

show timecardview configuration
Example:

se-10-0-0-0# show timecardview configuration

Displays the payroll server setup and related information.

Step 7

copy running-config startup-config
Example:

se-10-0-0-0# copy running-config startup-config

Copies the configuration changes to the startup configuration.

Examples

The following example illustrates setting the QuickBooks payroll server parameters.
se-10-0-0-0# config t
Enter configuration commands, one per line.  End with CNTL/Z.
se-10-0-0-0(config)# service timecardview
se-10-0-0-0(config-timecardview)# payroll server quickbooks address 192.0.2.3 port 7
se-10-0-0-0(config-timecardview)# end
se-10-0-0-0(config)# end
se-10-0-0-0# show timecardview configuration
Service: Enabled
Phone-call User Interface: Enabled
Maximum Sessions: 2
Supervisor Session logout time (secs): 60
Employee Session logout time (secs): 60
Week Start Day: Monday
Maximum Daily Working Duration (mins): 480
Maximum Daily Overtime Duration (mins): 90
Maximum In-Shift Break Time (mins): 1440
Maximum In-Shift Work Time (mins): 1440
Maximum In-Shift Lunch Time (mins): 1440
Purge Cycle (days): 90
Purge Days-to-Keep (days): 30
Purge Time: 00:30
Notification Email(s): 
se-10-0-0-0#
Syncing Manually with QuickBooks

You can synchronize TimeCardView with QuickBooks by either transferring only approved timesheets or all timesheets. The default behavior is to transfer all timesheets.

If TimeCardView cannot make the transfer, you receive an error message, for example, "Timesheets in an invalid URL. Please try again." This message indicates that the IP address or DNS name you gave for the QuickBooks server was wrong, or that the QuickBooks administrator did not set up TimeCardView with the correct access privileges as described in "Configuring TimeCardView to Talk to QuickBooks".

SUMMARY STEPS

EXEC mode:

1. service timecardview synchronize now timesheets approved

2. show timecardview status

DETAILED STEPS

Command or Action

Purpose

Step 1

service timecardview synchronize now timesheets approved
Example:

se-10-0-0-0# service timecardview synchronize now timesheets approved

Transfers TimeCardView data to QuickBooks. Optionally you can specify the transfer of approved timesheets only.

Step 2

show timecardview status
Example:

se-10-0-0-0# show timecardview status

Displays the time and the date that the last synchronization took place.

Examples
se-10-0-0-0# service timecardview synchronize now timesheets approved
se-10-0-0-0# show timecardview status
Service: Enabled
Active Sessions: 0
DB Status: IDLE
DB Usage: 0
Last Purge (dd/MM/yyyy HH:mm:ss): 
Payroll Sync Status (04/12/2008 18:06:43): 
se-10-0-0-0# 
Scheduling Synchronization with QuickBooks

You can configure a schedule for synchronizing TimeCardView with QuickBooks, specifying daily or weekly, the day of the week, and the time of day. You can also specify whether all timesheets are to be transferred or only those that have been approved.

SUMMARY STEPS

EXEC mode:

1. config t

2. service timecardview

3. payroll server synchronization schedule weekly day 7 time 22:00 timesheets all

4. end

5. end

6. show timecardview configuration

7. copy running-config startup-config

DETAILED STEPS
Command or Action

Purpose

Step 1

config t
Example:

se-10-0-0-0# config t

Enters configuration mode.

Step 2

service timecardview
Example:

se-10-0-0-0(config)# service timecardview

Enters TimeCardView configuration mode.
Step 3
payroll server synchronization schedule weekly day 1-7 time hh:mm timesheets all
Example:

se-10-0-0-0(timecardview-config)# payroll server synchronization schedule weekly day 7 time 22:00 timesheets all
Configures the synchronization schedule, daily or weekly. If you set a daily schedule, you must specify the time using the 24 hour clock; if you set a weekly schedule, you must also specify the day of the week:

1 = Monday
2 = Tuesday
3 = Wednesday
4 = Thursday
5 = Friday
6 = Saturday
7 = Sunday

For timesheets, you must specify either all or approved.
Step 4

end
Example:

se-10-0-0-0(config-timecardview)# end

Exits TimeCardView configuration mode.

Step 5

end
Example:

se-10-0-0-0(config)# end

Exits configuration mode.

Step 6

show timecardview configuration
Example:

se-10-0-0-0# show timecardview configuration

Displays the synchronization schedule.

Step 7

copy running-config startup-config
Example:

se-10-0-0-0# copy running-config startup-config

Copies the configuration changes to the startup configuration.
Examples

The following output illustrates configuring the QuickBooks payroll server synchronization schedule:
se-10-0-0-0# config t
Enter configuration commands, one per line.  End with CNTL/Z.
se-10-0-0-0(config)# service timecardview
se-10-0-0-0(config-timecardview)# payroll server synchronization schedule weekly day 7 
time 22:00 timesheets all
se-10-0-0-0(config-timecardview)# end
se-10-0-0-0(config)# end
se-10-0-0-0# show timecardview configuration
Service: Enabled
Phone-call User Interface: Disabled
Maximum Sessions: 0
Supervisor Session logout time (secs): 60
Employee Session logout time (secs): 60
Week Start Day: Monday
Maximum Daily Working Duration (mins): 1440
Maximum Daily Overtime Duration (mins): 0
Maximum In-Shift Break Time (mins): 1440
Maximum In-Shift Work Time (mins): 1440
Maximum In-Shift Lunch Time (mins): 1300
Payroll Server Type: QuickBooks
Quickbooks Server Address: qbserver
Quickbooks Server Port: 57343
Synchronization Schedule: Weekly
Sync Transfer Mode: All Timesheets
Sync Day: Saturday
Sync Time (HH:MM 24 hour): 22:00
Purge Cycle (days): 90
Purge Days-to-Keep (days): 30
Purge Time (HH:MM 24 hour): 00:30
Notification Email(s): name@company.com
se-10-0-0-0