Estimate Works Quickbooks Settings

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

  1. Go to the Edit menu and click Preferences.
  2. In the Preferences window, click Accounting in the list on the left.
  3. Click the Company Preferences tab.
  4. Select the Use class tracking checkbox.
  5. Click the OK button.

Related Topics:

Installing Estimate Works Accounting Manager
Using Estimate Works Accounting Manager