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Quick Bid - 14.03.09 Maestro* Technologies Accounting Export - QB

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Our developers worked with Maestro* Technologies 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 Maestro* Technologies 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 "Job Budget File" - the Modify Options for Job Budget File dialog box opens

QuicK Bid Job Budget Export options dialog box for Maestro

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).

From the Export Format drop down, select "Maestro* Technologies" (exports to a CSV file)
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 Maestro*, based on the final Bid information from Quick Bid. For assistance importing a budget file into Maestro, please consult your Maestro User Guide or Maestro's support.

Export Column Definition

Column headers are included in this export.

Column #/STRONG>	First Row/STRONG>	Column Value
1	Project Code	<Job No. in the Cover Sheet>
2	Activity Code	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	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>
4	Activity Type	A
5	Prefix	Blank
6	Group	<Category Code> (by default, M, L, S, E, O)
7	Category	<Category Code> (by default, M, L, S, E, O)
8	Quantity Budget	<Quantity> If <Category> is L: <Labor Hours>
9	Budgeted Cost	<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>
10	Budgeted Revenue	0

Export Example

Quick Bid Job Budget export for Maestro opened as spreadsheet

Quick Bid also provides an export for Materials that can be imported into Maestro* Technology's software. See Related articles for more information.

Quick Bid - 14.04.03 Maestro* Technologies Materials Export - QB