| |
| |
QB - 14.02.01 Global Export Options
| Views: 905 Last Updated: 11/07/2022 02:50 pm |
0 Rating/ Voters
|
 |
| Be sure to rate this article 5 Stars if you find it helpful! |
When setting up exports, each export includes unique "Options", there are also four "Global Options" which 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 substitutes the Account Code for the Cost Code. If an Account Code is not specified, the Cost Code is used. See Related articles for more information on setting up Account Codes. When "Use Account Codes" is selected, if the Account export supports "Phases", Bid Areas will be rolled-up into Phases in the export.
For assistance importing an Accounting or Material export into your Accounting package, please contact the vendor or manufacturer of your Accounting program.
|
|
|
Bid and Material Accounting Exports