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Create QuickBooks Items

Overview

 

This explains how to create QuickBooks Items in SIX.

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 SIX allows you to create QuickBooks Items from SIX Items, either in bulk or one by one when Creating a QuickBooks Estimate. There are various ways you can create QuickBooks Items.

Bulk Creation

 

The fastest way to create QuickBooks Items is to select any number of Products in the Product Explorer interface and then click the [Create] button:

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/create_button_for_bulk.jpg

 

Click here for details.

Map to Existing QuickBooks Items

 

Mapping a SIX Item to an existing QuickBooks Items can be done in the Product Explorer and on the QuickBooks Estimate form. 

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/map_button.jpg

Click here for details.

Individually when creating QuickBooks Estimates

 

You can create new QuickBooks Items from SIX Items individually when transferring an Estimate QuickBooks. You will automatically be prompted to create any Items not already "linked". Click here for details.

Last modified
08:57, 21 Apr 2014

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