Time Matters® Feature Friday Linking Time Matters® with QuickBooks® The training you will be receiving over the next few hours will prepare you to use the essential functions in Time Matters. We will be discussing many of the customizable areas of Time Matters. We won’t have time to cover everything you will need to know, so there are additional recorded, virtual and live trainings. You will also have support in the form of Time Matters Help documents and the Support Department.

Who am I? Duane Cary Your Instructor Started at LexisNexis in Aug 2005 Senior Trainer Started at LexisNexis in Aug 2005 Tech support for 1 ½ years Customer training of Time Matters®, Juris®, Billing Matters®, CounselLink®, and PCLaw®

Set up the link between Time Matters and QuickBooks Agenda Set up the link between Time Matters and QuickBooks Send Contacts and Matters to QuickBooks as Customers and Jobs Send Time and Expenses to QuickBooks Use Time Entry Advisor to capture unbilled time

VERIFY THAT YOUR VERSION OF QUICKBOOKS IS COMPATIBLE! Set up Link VERIFY THAT YOUR VERSION OF QUICKBOOKS IS COMPATIBLE! Check the Time Matters web site

Set up Link Open Time Matters Click on File>Setup>General>Program Level

Set up Link Click on Links Check Activate Billing Select QuickBooks from the dropdown Click Set Billing Options

Set up Link Complete the General Tab Click on File Locations

Set up Link Click the ellipses and point to your QB company file (Default install location is Documents>Intuit>QuickBooks>Company File) Click the Client Options tab

Set up Link Complete the Client Options setup Click OK Click OK again

Set up Link Click on File>Setup>General>User Level

Set up Link Click on Links Click on Activate Billing Click OK Click on Yes to Exit Time Matters

Set up Link Open QuickBooks with the company file you want to link to Open Time Matters Click on File>Setup>General>Program Level

Set up Link Click on Links Click on Billing Click on Set Billing Options

Set up Link Click on File Locations tab Click on Test Link

Set up Link The QuickBooks – Application Certificate window will open Select Yes, always Click Continue

Set up Link Click Done on Access Confirmation window

Set up Link Time Matters will detect the QuickBooks company file and let you know the link is successful

Set up Link Click on the Rates tab Complete as necessary

Set up Link Click on the Setup tab Complete as necessary

Set up Link Click on Matching tab Complete as necessary Click OK Click OK again

Set up Link If necessary, go to File>Setup>General>User Level

Set up Link Click on Links Click on Billing Click on Set Billing Options

Set up Link Make any necessary adjustments to the user settings Click OK to finish setup of link

Add customers to QuickBooks There will be a new labeled field on the contact form

Add customers to QuickBooks Copy the client name to the new customer field Click Save & Close

Add customers to QuickBooks Click Yes to add the contact to the customer list in QuickBooks Verify the information is correct and click OK

Add customers to QuickBooks The first time information is sent to QuickBooks, Time Matters will create a link file Click OK

Add customers to QuickBooks The customer is added to QuickBooks

Add jobs to QuickBooks There will be a new labeled field on the contact form

Add jobs to QuickBooks Copy the client name to the new customer field Add a colon Copy the matter name to the new customer field Click Save & Close

Add jobs to QuickBooks Click Yes to add the contact to the customer list in QuickBooks Verify the information is correct and click OK

Add jobs to QuickBooks The matter is added to QuickBooks

Add time to QuickBooks Click the Add a billing item to invoice button to create a billing item and send it to QuickBooks

Add time to QuickBooks Make sure Item, SalesRep, and Customer are all correctly filled in to bill to QuickBooks

Add expenses to QuickBooks

Time Entry Advisor Use Time Entry Advisor to bill any unbilled items in Time Matters

Time Entry Advisor Choose how you prefer to send the time entries over and click OK

Billing Matters and QuickBooks http://www.timeandcents.com/wp-content/uploads/PDF/1%20-%20Time_Matters_-_QuickBooks_white_paper%20updated.pdf

Tips If QuickBooks codes, vendors, sales reps, etc. are updated, re-initialize the link in Time Matters to see that new information Do as much matching as possible between Time Matters and QuickBooks to save time Make sure to mark records Billable to take advantage of Time Entry Advisor If you don’t have enough QuickBooks licenses for all Time Matters users, consider the QuickBooks server setup: https://support.lexisnexis.com/system/selfservice.controller?CONFIGURATION=1057&PARTITION_ID=1&TIMEZONE_OFFSET=18000000&CMD=VIEW_ARTICLE&ARTICLE_ID=63953&cust_prev_cmd=MIXED_SEARCH&cust_PrevNextFlag=true&USERTYPE=1.

Training Options: www.lexisnexis.com/university Live, instructor led virtual classes Live classes in our training room Time Matters Partners/Consultants www.lexisnexis.com/university

Questions? Thank You! lntraining@lexisnexis.com