Home > SI 2018 Documentation > User Guide > QuickBooks > Creating QuickBooks Items > Creating QuickBooks Items from Estimates

Creating QuickBooks Items from Estimates

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When you attempt to create a QuickBooks Estimate and there are Items in SI 2018 that are not linked to QuickBooks Items, you will automatically be prompted to create them. For full details on creating a QuickBooks Estimate, click here.

 

  1. On the Create Estimate form, once you've created or selected a Customer:Job, click the [Create Estimate] button.

 

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  1. If any of the items in the Estimate are not assigned a QuickBooks Item, you will be prompted to create them. Click [Yes]:

 

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Note: if you do not want to create new items, you can click [No] on this prompt and then use the [Map] button to map each individual item on the Estimate to an existing QuickBooks Item. You can also use the [Create] button if you wish to pick and choose which items you want to create and which items you want to map.

 

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  1. The Create QuickBooks Items form will open listing all of the Items in the Estimate along the left side. Choose your Item Type, Vendor, Tax Code and Accounts. Click [Create] to create new QuickBooks Items for the selected Product. Repeat for each Item until all have Items have been created.

 

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The form will close when all QuickBooks Items have been created and the Estimate will transfer to QuickBooks.

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