This feature allows you to send the Labor Items and Products that have been added to a Service Order as an Estimate over to QuickBooks.
The Create Estimate from Service Order form will open:
Click here for details on creating a new Customer:Job.
If notes have been entered for the Service Order, you can choose to include these on the Estimate:
Your QuickBooks Settings determine how your QuickBooks Items will be created.
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 for all of the necessary Items. If you would rather map the Items to existing QuickBooks Items, click the Map button.
If not all Items have been assigned QuickBooks Item numbers, you will get the following prompt. You must create/map all Items prior to pushing the Estimate to QuickBooks.
Click here for details.
Once all items have been assigned QuickBooks Items, the Estimate will export to QuickBooks and you will get a confirmation.