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Quick Bid - 14.03.02 ComputerEase™ Accounting Export - QB

Views: 1259 Last Updated: 10/10/2024 02:03 pm 0 Rating/ Voters
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Our developers worked with ComputerEaseā„¢ to determine what was needed to import the information into their software.

Applies to: Quick Bid v. 4.99.03.xx and newer

Caution

Although the Bid, Labor, and Material Exports are available to any licensed user, the Accounting and Custom Exports are only available to users under a maintenance subscription.

If you've allowed your maintenance subscription to expire, you can renew easily by clicking File > Check Authorization and clicking the Renew link.

QB License Activation dialog box - renew link

That link opens the MyOnCenter customer portal where you (or whoever can pay the invoice) may renew your maintenance subscription.

You can also contact Customer Success to discuss renewing your maintenance subscription.

Note

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 ComputerEase Accounting software,

Click the Exports button on the Bid toolbar

Select Job Budget File

Quick Bid Exports dialog box

Click the Options Button next to the export you want to generate - the Modify Options for Job Budget File dialog box opens

Job Budget Export - ComputerEase selected

From the Export Format drop down, select ComputerEase (exports to an CSV file)

Select the options an filename/location where the export file is to be saved.

Caution

This Accounting Export includes an option to "Include and Distribute Material Tax ".

  • When checked, Material Tax is rolled into the Material Cost Code from which it is derived.
  • When unchecked, Material Tax is not included in the Export at all.

Job Budget Export - Include and Distribute Material Tax?

This Accounting Export also includes option called "Distribute Burden":

  • When checked, Labor Burden is rolled into the Labor Cost Code from which it is derived
  • When unchecked, Labor Burden shows as a separate line item, associated with the same Labor Cost Code, but with a different Category Code (LB instead of L, by default).

Click the OK button to return to the Bid Exports screen.

Click the Export button (your file is not generated until you click the Export button).

The Job Budget File export allows you to create a Budget in your ComputerEase Accounting Software, based on the final Bid information from Quick Bid. For assistance importing a budget file into ComputerEase Accounting Software, please consult your ComputerEase User Guide or ComputerEase's support.

Category Codes are Unsupported
At this time, custom Category Codes are not supported with this export. If you have configured custom Category Codes, your export will be blank. Please return to Tools - Options - Category Codes and set them back to "M", "L", "S", "E", and "O".

Export Example & Column Definition

Column headers are not exported, they are added to the graphic below for annotation purposes only.

Job Budget Export - ComputerEase columns definted

Column #Column Value
1Phase Number when "Group by Areas" is checked; Blank when "Group by Area" is not checked. (See Related Articles for information on using Phases.)
2Phase Description when "Group by Areas" is checked; Blank when "Group by Area" is not checked. (See Related Articles for information on using Phases.)
3Cost Code when "Use Account Codes" is not checked in the Exports dialog box; Account Code (if specified) when "Use Account Codes" is checked.
4Cost Code when "Use Account Codes" is not checked in the Exports dialog box; Account Code Description (if specified) when "Use Account Codes" is checked.
5Labor Hours
6Labor Cost. Net Amount when "Distribute Burden" is not checked; Net Amount including Burden when "Distribute Burden" is checked.
7Labor Burden when "Distribute Burden" is not checked; blank when "Distribute Burden is checked.
8Material Net Amount when "Include and Distribute Material Tax" is not checked, Material Net Amount + Tax when "Include and Distribute Material Tax" is checked.
9Subs Net Amount when "Include and Distribute Material Tax" is not checked, Subs Net Amount + Tax when "Include and Distribute Material Tax" is checked.
10Equip Net Amount when "Include and Distribute Material Tax" is not checked, Equip Net Amount + Tax when "Include and Distribute Material Tax" is checked.
11Other Net Amount when "Include and Distribute Material Tax" is not checked, Other Net Amount + Tax when "Include and Distribute Material Tax" is checked.
12Marked up/Contract Amount (includes Tax/Burden and Overhead and Profit).



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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