The Create Estimate form will open.
You can select an existing Customer:Job from QuickBooks if they already exist:
You can also create a new Customer:Job or just a new Job (if the Customer already exists in QuickBooks) via the [New Customer] and [New Job] buttons:
The [New Customer] button will open the Add QuickBooks Customer form. This will be pre-populated with information from the Project but you can edit this if needed.
The "Additional Info" tab has QuickBooks drop downs that you can set if desired:
The "Job Info" tab will populate with the SIX Project name.
Use the New Job feature to assign a new Job to an existing Customer in QuickBooks.
The Select QuickBooks Customer form will open, choose the Customer from the drop down list:
If you wish to map SIX Items to existing QuickBooks Items, you can do this individually for each Item. Click here for details.
If you want to create new QuickBooks Items directly from the SIX Items, click the [Create] button. A form will open with all unassigned Items on the left hand side.
Choose your Item Type, Vendor, Accounts, etc and then click [Create]. Repeat for all Items in the list. The form will close when everything has been assigned. Click here for details.
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: Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, and Item Number.
SIX Fields | QuickBooks Field |
---|---|
Vendor | Preferred Vendor |
Tax Code | Tax Code |
Short Description | Purchase Description |
Long Description | Sales Description |
Item Number | Manufacturer's Part Number |
*Custom Fields (any) | *Custom Fields (1-5) |
*Custom Fields in SIX can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.