Home > SI 2016 Documentation > User Guide > QuickBooks > QuickBooks Estimates

QuickBooks Estimates

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Feature

 

You can create QuickBooks Estimates directly from SI 2016 Projects. This saves you time by not having to manually re-create a Project's BOM over in QuickBooks. Once transferred to QuickBooks you can do whatever functions in QuickBooks you would normally do from an Estimate, e.g. create invoices, sales orders, etc.

Details

Open Create Estimate Form

 

  1. Open QuickBooks and login to your company (.QBW) file. This is not required but speed is greatly improved when QuickBooks is open.
  2. Open the Project Editor for the Project that you want to export to QuickBooks as an Estimate.
  3. Click the QuickBooks tab then click the Create button. You can choose to create an Estimate for just the selected Items in your grid or you can choose all Items in the Project.

 

create_estimate_button.png

 

The Create Estimate form will open.

 

create_estimates_form.png

Select/Create Customer:Job

 

  1. Select an existing Customer:Job from QuickBooks via the Customer:Job drop down or create a new Customer/Job. The Customer section of the form will then populate.

 

You can select an existing Customer:Job from QuickBooks if they already exist:

 

existing_customer_drop_down.png

New Customer

 

You can also create a new Customer:Job or just a new Job (if the Customer already exists in QuickBooks) via the [New Customer] and [New Job] buttons:

 

new_customer_job_buttons.png

 

The [New Customer] button will open the Add QuickBooks Customer form. This will be pre-populated with information from the Project but you can edit this if needed.

 

add_quickbooks_customer.png

 

The "Additional Info" tab has QuickBooks drop downs that you can set if desired:

 

add_quickbooks_customer_2.png

 

The "Job Info" tab will populate with the SI 2016 Project name.

 

add_quickbooks_customer_3.png

New Job

 

Use the New Job feature to assign a new Job to an existing Customer in QuickBooks.

 

new_job_button.png

 

The Select QuickBooks Customer form will open, choose the Customer from the drop down list:

 

Assign QuickBooks Item Numbers

 

Your QuickBooks Settings determine how your QuickBooks Items will be created.

 

If there are any Items in the Estimate that are not assigned to QuickBooks Items, you must do this before the Estimate will transfer to QuickBooks. If you click the [Create Estimate] button prior to doing this, you will be prompted to create new QuickBooks Items for all of the necessary Items. If you would rather map the Items to existing QuickBooks Items, click the [Map] button. Click here for details.

 

  1. Click the [Create Estimate] button:

 

 

If not all Items have been assigned QuickBooks Item numbers, you will get the following prompt. You must create/map all Items prior to pushing the Estimate to QuickBooks.

 

 

This will open a form that will list all of the Items to create in QuickBooks:

 

create_qb_items_form.png

 

  1. Choose your Item Type, Vendor, Accounts, etc and then click [Create]. Repeat for all Items in the list. The form will close when everything has been assigned.

Fields

 

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: Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, Item Number, and Custom Fields.

 

SI 2016 Fields QuickBooks Field
Vendor Preferred Vendor
Tax Code Tax Code
Short Description

Purchase Description

Long Description Sales 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.

 

 

  1. Once all Items have been created, the Estimate will transfer to QuickBooks.

 

 

  1. You'll then be prompted to save the project. You should do this.

 

Adding to Existing Estimate

 

You also have the option of adding any items to an existing QuickBooks Estimate vs. creating a new QuickBooks Estimate if the need arises.

 

 

This will open a form that will allow you to enter any existing Estimate in QuickBooks:

 

 

Clear

 

The [Clear] button will allow you to clear existing Estimate numbers from a SI 2016 project. You may want to do this if you wish to modify the Project and then push over a new Estimate to QuickBooks.

 

 

Select the Estimate(s) you wish to clear and click the [Clear] button:

 

 

You will then be prompted whether to delete the Estimate(s) from QuickBooks as well:

 

Last modified
16:22, 26 Feb 2016

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