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Quick Bid - 14.03.03 Dexter+Chaney Spectrum™ Construction Software Accounting Export - QB

Views: 766 Last Updated: 10/10/2024 01:56 pm 0 Rating/ Voters
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Our developers worked with Dexter+Chaney™ to determine what they need in order to use our export.

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 Dexter+Chaney Spectrum Accounting software,

  • Click the Exports button on the Bid toolbar
  • Select Job Budget File

Quick Bid Exports dialog box

  • Click the Options Button - the Modify Options for Job Budget File dialog box opens
  • From the Export Format drop down, select "Dexter+Chaney Spectrum Construction Software" (exports to a CSV file)
  • Click the Options Button next to "Job Budget File" - the Modify Options for Job Budget File dialog box opens

Quick Bid Job Budget Export options dialog box

Material Tax & Labor Burden

This Accounting Export includes options called "Distribute Tax" and "Distribute Burden":

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

  • Select the options and filename/location where the export file is to be saved
  • 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 Budget File export allows you to create a Budget in Spectrum Construction Software, based on the final Bid information from Quick Bid. For assistance importing a budget file into Spectrum Construction Software, please consult your Spectrum Construction Software User Guide or Dexter+Chaney's support.

Export Column Definition

Column headers (1, 2, 3, etc.) are not included in the export, they are used below for annotation purposes only.

Column #/STRONG> First Row/STRONG> Column Value
1 * P
2 Bid Name 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 Address If Use Account Codes is not checked: <Cost Code Description>
If Use Account Codes is checked: <Account Code Description> If Cost Code does not have an assigned Account Code: <Cost Code Description>
4 Address <Category Code> M, L, E, S, O (Custom Category Codes are not honored in this export)
5 City State <Quantity>
6 Zip Code <UOM>
7 None <Labor Net Amount> / <Material Net Amount> / <Equipment Net Amount> / <Other Net Amount> / <Subcontractors Net Amount> / <Tax> or <Burden> If Distribute Tax is checked: <Net Amount + Tax> If Distribute Burden is checked: <Net Amount + Burden>
8 None <Labor Hours> (in the first row, this shows the big grand total)
9 None Billing Item: <Blank>
10 None AltPhase: <Blank>
11 None ProjectQty: <Blank>
12 None WorkCompCode: <Blank>
13 None VendorName: <Blank>
14 None SubName: <Blank>

Export Example

Quick Bid Job Budget Exports for Dexter-Chaney viewed as a spreadsheet
Viewed in Excel

Quick Bid Job Budget Exports for Dexter-Chaney viewed as a text document
Viewed in Notepad



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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