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QuickBooks Settings

Settings

 

Here you can configure your QuickBooks Settings.

 

File:SIX_Guide/005_Setup/002_Control_Panel/005_QuickBooks/001_QuickBooks_Settings/quickbooks_settings_button.jpg

 

The QuickBooks Settings form allows you to configure your settings for QuickBooks integration.

 

quickbooks settings form.jpg

What are the benefits of these settings?

 

These settings allow you to configure your QuickBooks integration.

When to use these settings?

 

When you are integrating SIX with QuickBooks.

Details

General

 

QBW File Path

Here you will browse or manually enter the path to where your QuickBooks Company File (.QBW) is located. Note: your file paths in QB and SIX must match exactly, click here for details.

Country

Here you will choose between US, Canada, and UK.

Default Item Type

Here you can choose what the default Item Type will be for items in SIX that get created in QuickBooks. Choose from: Inventory, Non-Inventory, and Service.

Estimate

 

Export Products as a single aggregated item

Default value = False. When set to "True", every Product in the Project will be combined into one Item to transfer over to QuickBooks.

Export Labor as a single aggregated item

Default value = False. When set to "True", all Labor in the Project will be combined into one Item to transfer over to QuickBooks.

Product Item Name

Default value = "Product". This allows you to change the name of the QuickBooks Item that will be created when you have the "Export Products as single aggregated item" option set to "True", e.g. you might it to be named "Equipment".

Labor Item Name

Default value = "Labor". This allows you to change the name of the QuickBooks Item that will be created when you have the "Export Labor as single aggregated item" option set to "True", e.g. you might it to be named "Labour".

Phase Labor Item Format

Default value = "Export each phase and sub-phase as an item". You can change this to "Export each Phase as an item" or "Export as one item". This setting is invalid if you set "Export Labor as single aggregated item" to "True".

Export Labor as Items

Default value = False. If you want your Labor Items not to be combined into the Phase Labor Item(s) and want them to be their own separate Items in QuickBooks, set this to "True".

Export OFE to Estimate

Default value = False. Products marked as "Owner Furnished Equipment" (OFE) will not be exported to your QuickBooks Estimate but if there is any labor associated with the OFE Products, the labor will be transferred to the Estimate.

Price Type

 

Create and sync products using this price type

When using the Sync feature for QuickBooks, you can set which Product Price Type you want to use to sync with QuickBooks. When you click in this field, a form opens allowing you select any of the twelve Product Price Types you have defined:

 

File:SIX_Guide/005_Setup/002_Control_Panel/005_QuickBooks/001_QuickBooks_Settings/change_product_price_type.jpg

Purchase Order

 

Purchase Order Item Order Status

Default value = "Ordered". This will automatically set the Order Status field for Items that have been added to a Purchase Order that has been exported to QuickBooks to whatever Order Status you choose.

Export OFE to Purchase Order

Default value = False. If for some reason you wish to push Products marked as "Owner Furnished Equipment" (OFE) to your QuickBooks Purchase Order, you can set this to True.

Item Format

 

Here you will select your Item Format for Items that will be created in QuickBooks via SIX. You can use up to three fields for this format and choose the length of each field (maximum of 31 characters per field). There are four fields that you can choose from: Manufacturer, Model, Category, Part Number.

 

Example: You set your Item Format as shown below:

 

File:SIX_Guide/005_Setup/002_Control_Panel/005_QuickBooks/001_QuickBooks_Settings/item_format_example.jpg

 

When Items are created over in QuickBooks, they will display with three levels. If I were to transfer a Honeywell ABC123 Control System from SIX to QuickBooks, the QuickBooks Item number that would be created would look like this:

 

File:SIX_Guide/005_Setup/002_Control_Panel/005_QuickBooks/001_QuickBooks_Settings/item_format_example_item_number.jpg

 

Click here for some tips on the Item Format.

Options

 

Add package name to description in Estimates

Default Value = False. Packages do not export to QuickBooks Estimates, the individual items in a package export. If you want the package name to be added to the end of the description of each item then set this to "True".

Price adjustments on separate line items

Default Value = True. When set to "False" any Price Adjustments will be reflected in the price if each Item.

Use long description

Default Value = True. If you would like to transfer the Short Description field vs. the Long Description field for items to QuickBooks then set this to "False".

Last modified
14:52, 17 Jul 2014

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