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How to setup the interface between HomeTrak and QuickBooks

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title	How to establish a connection between HomeTrak and QuickBooks...

On the computer that will be doing the exporting of your billing and/or payroll you will need to perform the following steps:

Start HomeTrak and login.
Start QuickBooks and login as Administrator.
Start the QuickBooks Connector; go to the Main screen of Menu of HomeTrak Companion, click FileOptions menu and then click ‘Start QuickBooks Connector’.

Once the connector is started you will need to click the red 'x' in the top right-hand corner to close and minimize to your system tray.

You must have only one connector running if you start more than one connector on the same computer the connection to QuickBooks does not work.

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title	Payroll Options...

	Live In Rate Type: One Hour at Full Rate Skip and Exception Use Credit Hours	Choose how to export payroll information into QuickBooks time sheets for schedules whose authorization has a live in rate package.
	Per Visit Rate Type: One Hour at Full Rate Skip and Exception Use Credit Hours	Choose how to export payroll information into QuickBooks time sheets for schedules whose authorization has a per visit rate package.
	Time sheet Notes:	Additional information to include on the time sheet
	Export Billing Information:	Choose whether or not to automatically populate the `Customer: Job` and `Service Item` time sheet columns with billing information. (client name)
	Switch Payer Name to Client Name in Time sheet `CustomerJob` Column:	Choose whether or not to change the payer name to the client name in the `Customer: Job` field on the time sheet.
	Update Employee/Vendor Data During Payroll Export	Choose whether or not to update Employee/Vendor Data (address changes) during your payroll export.
	Rate Deviation:	How far can a QuickBooks rate deviate from Companion before it is not longer valid.

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