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 2016 allows you to create QuickBooks Items from SI 2016 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.
Aside from the Accounting Item Number that will be created in QuickBooks (based on your QuickBooks Settings), the SI 2016 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 2016 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 2016 can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.
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 2016 Products in bulk as shown above.
You can create new QuickBooks Items from SI 2016 Items individually when transferring an Estimate QuickBooks. Click here for details.
There are QuickBooks Settings relating to how Products/Labor Items will be created in QuickBooks.