Table of Contents

Quick Bid - 14.03.11 Plexxis™ Accounting Export - QB

Views: 793 Last Updated: 10/10/2024 12:26 pm	0 Rating/ Voters
Be sure to rate this article 5 Stars if you find it helpful!

Our developers worked with Plexxis™ to determine what they need in an export file.

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 Plexxis 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

Plexxis export options

From the Export Format drop down, select "Plexxis" (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 Star Builder, based on the final Bid information from Quick Bid. For assistance importing a budget file into Star Builder, please consult your StarBuilder or StarImport User Guide or Plexxis's support.

Export Column Definition

Column headers are included in this export.

Column/Header	Description	Data Requirement
Acct ID	<Acct ID>	50 alpha
Section #	<Section Number>	20 alpha
Section Description	<Section Description>	50 alpha
Category Codes	<Category Code>	Alpha
Cost Code	<Cost Code>	50 alpha
Cost Code Description	<Cost Code Description>	75 alpha
Account Code	<Account Code>	50 alpha
Account Code Description	<Account Code Description>	75 alpha
Quantity (QTY)	<Quantity>	numeric
Unit of Measure (UOM)	<UOM>	2 alpha
Price Per	<Price Per> Blank if row is not Material	alpha
Price	<Price/Rate> Blank if row is not Material	numeric
Tax	<Tax ) Blank if row is not Material	numeric
Amount	<Net Amount>	numeric
Labor Burden Amount (AMT)	<Labor Burden Amount> Blank of row is not Labor	numeric
Labor Hours	<Labor Hours> Blank if row is not Material	numeric
Item Code	<Item Code> Blank if row is not Material	50 alpha
Item Description	<Item Description> Blank if row is not Material	75 alpha
Part Number	<Product Number> Blank if row is not Material	50 alpha
Size	<Item Size> Blank if row is not Material	Alpha representation of style and size
Required QTY	<Quantity> When item is priced by UOM <Quantity>/<Per> Blank if row is not Material	numeric
Container	<Container> Blank if row is not Material	50 alpha
Bid Area	<Bid Areas name: full path>	255 alpha
Phase #	<Accounting Phase #>	50 alpha
Phase Description	<Accounting Phase Description>	75 alpha

Export Example

Quick Bid Plexxis export opened as a spreadsheet

Quick Bid - 07.04 Condition Detail: Bid Areas, Typical Areas, and Phases Overview - QB