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Creating QuickBooks Items from Estimates



  1. On the Create Estimate form, click the [Create Estimate] button:


create estimate button.jpg


  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.


create quickbooks item.jpg


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

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