Home > SIX 2013 Documentation > User Guide > QuickBooks > QuickBooks Estimate

QuickBooks Estimate

Overview

 

This explains QuickBooks Estimates in SIX.

Feature

 

You can create QuickBooks Estimates directly from SIX Projects.

What are the benefits of this feature?

 

This saves you time by not having to manually re-create a Project's BOM over in QuickBooks. 

When to use this feature?

 

Once you've "sold" a Project, transfer a QuickBooks Estimate then work in QuickBooks to create Invoices and/or Purchase Orders...QuickBooky things.

Details

 

From within the Project Editor, you can create a QuickBooks Estimate for all of the Products/Labor Items in your Project or just for the selected Products:

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/create_estimate_button.jpg

 

The Create Estimate form will open:

 

create estimate form.jpg

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/add_to_existing_qb_estimate.jpg

 

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

 

select estimate form.jpg

 

Click here for Tutorial.

Last modified
08:56, 21 Apr 2014

Tags

This page has no custom tags.

Classifications

This page has no classifications.