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 SI allows you to create QuickBooks Items from SI Items, either in bulk or one by one when Creating a QuickBooks Estimate. You can also map to existing QuickBooks Items if you wish. Once Items from SI are linked to a QuickBooks Item, you can use the Sync functionality for any changes made between the items in either software.
There are QuickBooks Settings relating to how Products/Labor Items will be named in QuickBooks as a QuickBooks Item. The QuickBooks Item Name will populate the Accounting field on the Item in SI:
The SI 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.
SI Fields | QuickBooks Field |
---|---|
Unit Cost | Cost |
Unit Price | Sales Price |
Vendor | Preferred Vendor |
Tax Code | Tax Code |
Short Description |
Purchase Description |
Long Description | Description |
Item Number | Manufacturer's Part Number |
*Custom Fields (any) | *Custom Fields (1-5) |
*Custom Fields in SI can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.
The required accounts will vary on your Item Type setting.
If you would rather map Items in SI to existing QuickBooks Items you can use the Map feature. Each Product must be mapped individually so this can be a time-consuming process
If you attempt to create a QuickBooks Estimate or QuickBooks Purchase Order that have items that have not yet been linked to a QuickBooks Item, you will be prompted to create the items.
You can click No on the prompt above if you would rather map the items to existing QuickBooks Items:
If you choose to create new QuickBooks Items the following form opens where you can choose your accounts in QuickBooks: