Bulk Creation

Video

Remarks

Your QuickBooks Settings determine how your QuickBooks Item Numbers will be created.

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: Unit Cost, Unit Price, Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, Item Number, and *Custom Fields.

Steps

1. In the Product Explorer or Labor Explorer, select all of the Products or Labor Items you with to transfer to QuickBooks.
2. Click the QuickBooks tab then the [Create] button:

3. The Create QuickBooks Items form will open. Verify the information and click [Next >]:

4. On this form, choose your Item Type, Vendor, Tax Code and Accounts. Click [Create] to create new QuickBooks Items for the selected Products.

Site Map for QuickBooks

• QuickBooks
  • Setup      
  • Create QuickBooks Items
    • How-To: Bulk Creation      <– You are here
    • Creating QuickBooks Items from Estimates
    • Map to Existing QuickBooks Items
    • Sync To/From QuickBooks
  • QuickBooks Estimate
    • How-To: Create QuickBooks Estimate
  • QuickBooks Purchase Order
    • Create QuickBooks Purchase Order
  • Change Orders to QuickBooks Estimate

Full Site Map