Quick Bid supports several different Accounting Exports. Our developers worked with Intuit to determine exactly what they need to use our export.
On Center Software does not provide assistance with importing the Budget File into your Accounting package. Accounting packages are very complex and the vendor of your particular Accounting package is best equipped to support it.
To export the budget to QuickBooks Accounting software,
Select the options and filename/location where the export file is to be saved
Select a DATE - this is required by QuickBooks
The Budget File export allows you to create a Budget in QuickBooks, based on the final Bid information from Quick Bid. For assistance importing a budget file into QuickBooks, please consult your QuickBooks User Guide or Intuit’s support.
Column # |
Column Title |
Value |
1 |
!BUD |
BUD |
2 |
ACCNT |
If Use Account Codes is not checked: <Cost Code> If Use Account Codes is checked: <Account Code> If Cost Code does not have an assigned Account Code: <Cost Code> |
3 |
AMOUNT |
If Distribute Tax is not checked: <Labor Net Amount> / <Material Net Amount> / <Equipment Net Amount> / <Other Net Amount> / <Subcontractors Net Amount> If Distribute Tax is checked: <Net Amount + Tax> If Distribute Burden is checked: <Net Amount + Burden> |
4 |
CUSTOMER |
<Bid Name> |
5 |
PERIOD |
MONTH |
6 |
STARTDATE |
<Date selected in Options Dialog> |