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

Create QuickBooks Estimate

Video

 

Steps

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.

 

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

 

The Create Estimate form will open.

 

create estimate form.jpg

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:

 

customer-job dropdown.jpg

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 button.jpg

 

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.

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/add_quickbooks_customer.jpg

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/add_quickbooks_customer_2.jpg

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/add_quickbooks_customer_3.jpg

New Job

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/new_job_button.jpg

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/select_quickbooks_customer.jpg

Assign QuickBooks Item Numbers

 

  1. 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, which is exactly what the [Create] button (see below) does.

Remarks

 

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

Map Button

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/map_button.jpg

 

If you wish to map SIX Items to existing QuickBooks Items, you can do this individually for each Item. Click here for details.

Create Button

 

File:SIX_Guide/011_QuickBooks_Integration/003_Create_QuickBooks_Estimate/Create_QuickBooks_Estimate/create_button.jpg

 

If you want to create new QuickBooks Items directly from the SIX Items, click the [Create] button. A form will open with all unassigned Items on the left hand side.

 

create quickbooks items from estimate.jpg

 

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. Click here for details.

Fields

 

Aside from the Accounting Item Number that will be created in QuickBooks (based on your QuickBooks Settings), the SIX fields that transfer to QuickBooks are: Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, and Item Number.

 

SIX 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 SIX can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.

Verify the Estimate and Create

 

  1. Verify that the information is correct on the Create Estimate form and then click the [Create Estimate] button:

 

verify estimate form.jpg

Last modified
15:28, 25 Jan 2016

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