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QB - 14.03.08 Jonas™ Accounting Export

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Our developers worked with Jonas Accounting to determine what they need 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 Jonas Accounting software,

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

Click the Options Button next to "Job Budget File" - the Modify Options for Job Budget File dialog box opens

From the Export Format drop down, select Jonas Accounting" (exports to a CSV file)

Caution

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

When is 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 - Jonas 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).

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 Jonas Accounting Software, based on the final Bid information from Quick Bid. For assistance importing a budget file into Jonas Accounting Software, please consult your Jonas Accounting Software User Guide or Jonas Accounting's support.

Category Codes (Cost Types) are Not Exported

This export does not support exporting the Category Code (M, L, S, E, O, etc.) to define the type of Cost (Material, Labor, Subs, Equip, and Other Costs), although the various types of Cost are separated into different columns.

Export Column Definition

Column headers are included in this export.

Column #/STRONG>	First Row/STRONG>	Column Value
1	Cost Item	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>
2	Cost Item Description	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>
3	Est. Lab. Hrs.	<Labor Hours>
4	Est. Lab. Amt	<Labor Net Amount> If Distribute Burden is checked: <Net Amount + Burden> If Distribute Burden is not checked: <Burden> does not display
5	Est. Material Amt	<Material Net Amount> If Include and Distribute Material Tax is checked: <Material Net Amount + Tax> If Include and Distribute Material Tax is not checked: <Tax> does not display
6	Est. Subcontractor Amt	<Subcontractor Net Amount> If Include and Distribute Material Tax is checked: <Subcontractor Net Amount + Tax> If Include and Distribute Material Tax is not checked: <Tax> does not display
7	Est. Equipment Amt	<Equipment Net Amount> If Include and Distribute Material Tax is checked: <EquipmentNet Amount + Tax> If Include and Distribute Material Tax is not checked: <Tax> does not display
8	Est. Other Costs	<Other Net Amount> If Include and Distribute Material Tax is checked, <Other Net Amount + Tax> If Include and Distribute Material Tax is not checked: <Tax> does not display
9	Estimated Units	<Quantity>
10	Units of Measure	<UOM>

QB - 14.03.08 Jonas™ Accounting Export

Export Column Definition

Export Example