Home > SI 2017 Documentation > User Guide > QuickBooks > Creating QuickBooks Items

Creating QuickBooks Items

Details

 

Any Item that you want to transfer to a QuickBooks Estimate from a Project or a Service Order must have a corresponding Item in QuickBooks. The Create feature in SI 2017 allows you to create QuickBooks Items from SI 2017 Items, either in bulk or one by one when Creating a QuickBooks Estimate. You can also map to existing QuickBooks Items if you wish. Once Items from SI are linked to a QuickBooks Item, you can use the Sync functionality for any changes made between the items in either software.

Bulk Creation

Fields

 

Aside from the Accounting Item Number that will be created in QuickBooks (based on your QuickBooks Settings), the SI 2017 fields that transfer to QuickBooks are: Unit Cost, Unit Price, Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, Item Number, and *Custom Fields.

 

SI 2017 Fields QuickBooks Field
Unit Cost Cost
Unit Price Sales Price
Vendor Preferred Vendor
Tax Code Tax Code
Short Description

Purchase Description

Long Description Description
Item Number Manufacturer's Part Number
*Custom Fields (any) *Custom Fields (1-5)

*Custom Fields in SI 2017 can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.

Steps

 

  1. In the Product Explorer or Labor Explorer, select all of the Products or Labor Items you with to transfer to QuickBooks.
  2. Click the QuickBooks tab then the [Create] button:

 

 

  1. The Create QuickBooks Items form will open. Verify the information and click [Next >]:

 

create qb items form.png

 

  1. On this form, choose your Item Type, Vendor, Tax Code and Accounts. Click [Create] to create new QuickBooks Items for the selected Products.

 

choosing accounts.png

 

Map to Existing QuickBooks Items

 

Each Product must be mapped individually so this can be a time-consuming process. You may want to consider creating new QuickBooks Items for SI 2017 Products in bulk as shown above.

Steps

 

  1. Select the Product in the Product Explorer grid, click the QuickBooks tab then the [Map] button:

 

 

  1. Choose the QuickBooks Item on the form and click the [Map] button:

 

map to exising form.png

Mapping when creating QuickBooks Estimates

 

You can create new QuickBooks Items from SI 2017 Items individually when transferring an Estimate QuickBooks. Click here for details.

QuickBooks Settings

 

There are QuickBooks Settings relating to how Products/Labor Items will be created in QuickBooks.

Last modified
16:11, 25 Jan 2017

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