Preparing for the Connector: CTMEDIA

In order to import financial data from CurrentTrack®, you must first create three new Items within QuickBooks – CTTIME, CTEXPENSE and CTMEDIA.

CTMEDIA

Within QuickBooks (2011), from the Lists drop-down menu, choose Item List.

When the box appears, click on the Item drop-down menu.

From the Item menu, select New.

Confirm Service is selected in the Type menu.

On the same screen, in the Item Name/Number field, enter CTMEDIA.

From the Lists drop-down menu, choose Item List. The new Item, CTMEDIA, will appear in the Item List.

Next, confirm that Client and Vendor contact information has been entered correctly. Click here for more information.

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