13.01.00 Quick Bid Exports

Quick Bid Exports video

Quick Bid includes the ability to export Bid information without producing a report first.  The information is exported into a CSV (comma separated value) file, readable my most spreadsheet applications.  The setup for Exports is similar to the setup for generating Reports, however, a smaller range of exports is available.

• Job Budget Files may be exported to various Accounting programs - each with a unique format and file extension.  See the next article for more information.

Bid, Labor, and Material Exports

Select a Bid and click the Exports button in the Bid toolbar, or click Bid > Generate Exports - the Bid Exports dialog displays (which looks similar to the Bid Reports dialog).

• Select the appropriate Bid Export (the most common are the "Job Budget File" and "Job Material File" for importing in an Accounting program)
• Click the   button for the selected Export - the Modify Options for <export name> dialog displays (options vary with each export, see the following articles for details on each different export format)

• Browse to the location where export file is to be saved by using the Lookup tool (if the location/file name is not changed, the export is saved with the default name in the default Database folder)
• Name the file (don't change the extension, however)
• Click OK - the options dialog box closes
• On the Exports dialog, click the Export button and the file is saved to this location as the appropriate file type.

Global Options

There are four "Global Options" that affect all Bid exports.

Include accepted alternates/change orders - available when exporting the Base Bid only, toggle on/off to include/exclude accepted alternates/change orders information.

Include Bid Number - since this number is meaningful only to the estimator creating the Bid, this can be toggled off, if desired.

Use Account Codes - if an Account Code is specified for a Cost Code, then the export will use the Account Code instead.  If the Account Code is not specified, the Cost Code is used, regardless of this option setting.  See Account Codes for more information on setting up Account Codes.

Exporting Specific Sections/Areas

To create an export for specific Bid (or Typical) Areas, use the "Areas to include" section of the Bid Exports dialog box.

• First, open the Bid Exports dialog box by clicking the Exports button

• Click the Options button for the export (in this case, the Job Budget File for import into an Accounting application) the Modify Options... dialog opens

• In the Export to File box, edit the name to include the Area(s) selected for this export (do not change the extension of the file)
• Click the OK button, the options dialog closes
• On the Exports dialog box, click the Export button to generate the output file

Repeat these steps for each Area or group of Areas to break out.  Then, simply import these into your Accounting package per the manufacturer's instructions.

Use the same principle for exporting selected Sections/Divisions.

• On Center Software does not provide assistance with importing files into your Accounting package.  Once the output file is generated, if you require assistance, please contact the vendor or manufacturer of your Accounting program.

Job Budget File (Accounting) Exports