It is necessary to configure all the settings below before using the Accounting Export feature as Quickbooks� has very specific requirement for the formatting of the data.
Note: You must have your Quickbooks® company file open before you start the Estimate Works Accounting Export Manager!
Map the Estimate Works fields to Quickbooks according to the table
below:
| Estimate Works Setting: | Quickbooks� Setting: |
| Estimator QB Initials (Settings - Misc Defaults->Employees on the Estimate Works toolbar) | Sales Rep (Lists - Customer & Vendor Profile Lists - Sales Rep List on the Quickbooks menu) |
| Sales Tax Name Use when sales taxes are included on the estimates, otherwise this setting is ignored during the export. (Administration - Company Information - Tax Settings on the Estimate Works toolbar) |
Edit - Preferences - Sales Tax on the Quickbooks menu |
| Interior Estimate Item If this item is a sub-item in Quickbooks both the top level and sub item must be specified, separated by a colon (eg. Income:Interior Painting) |
A 'Service' item that posts to an Income Account (Lists - Item List on the Quickbooks menu) |
| Exterior Estimate Item If this item is a sub-item in Quickbooks both the top level and sub item must be specified, separated by a colon (eg. Income:Exterior Painting) |
A 'Service' item that posts to an Income Account (Lists - Item List on the Quickbooks menu) |
| Estimate Item Class | Lists - Class List on the Quickbooks menu (**See below if this menu item is not visible) |
| Material Item Class | Lists - Class List on the Quickbooks menu (**See below if this menu item is not visible) |
| Labor Cost - the average hourly labor cost | |
| Material Cost - the average cost per gallon of materials used |
*Quickbooks is a registered trademark and service mark of Intuit, Inc. in the United States and other countries. Estimate Works Accounting Export Manager is designed for use with Quickbooks Premier Contractor Edition Version 6 software only.
**If the Class List is not visible, you must follow these steps to turn on class tracking
- Go to the Edit menu and click Preferences.
- In the Preferences window, click Accounting in the list on the left.
- Click the Company Preferences tab.
- Select the Use class tracking checkbox.
- Click the OK button.
Related Topics:
Installing Estimate Works Accounting Manager
Using Estimate Works Accounting Manager