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8.5. Exactly what information gets exported from EstiMate to QuickBooks?

Q:  I'm considering buying the QuickBooks Link, but I'm wondering what information is transfered from EstiMate to QuickBooks?

 

A:  The main function of the QuickBooks link is to allow you to export your jobs and estimates to QuickBooks as invoices that you can bill the customer with and then receive payment for.  You can also export your Customer List from EstiMate to QuickBooks and vice versa.

 

• When you send an estimate or job to QuickBooks as an invoice you'll see it looks very similar to an invoice in EstiMate.  You will see the customer's information (name and address) under the Bill To and Ship To fields. 

• The date, and invoice number (you can choose to send your own (EstiMate's) numbers or use QuickBooks numbers)
  

• If you supplied a Customer PO on the job or estimate it will appear in the PO # field of the invoice. 

• All of your line items and their descriptions, quantities, price each, amount, and tax status will show up on the invoice. 

• The tax item, tax amount, and total due.

Some things that do not get sent to QuikBooks on the invoice are the Terms, Salesperson/Rep, and the main Description from the job or estimate.

You can also send you jobs/estimates to QuickBooks as Estimates or Sales Receipts.

 

When you export you Customer list from EstiMate to QuickBooks the fields that get exported are:

• Company Name

• Contact Person

• Address, City, State, and Zip (billing and shipping if supplied)

• Phone, Fax, and Alt. Phone

• Email address