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Quick Bid - 14.03.12 Sage 100 Contractors (formerly Master Builder) Accounting Export - QB

Views: 805 Last Updated: 10/10/2024 01:49 pm 0 Rating/ Voters
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Our developers worked with Sage to determine what they need to use our export.

If you are looking for information about the Sage Timberline Office export, see Related articles

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 Sage Master Builder Accounting software,

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

Quick Bid Export 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

Material Tax & Labor Burden

This Accounting Export includes an 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).

  • From the Export Format drop down, select "Sage Master Builder" (exports to a budget_grid file, proprietary to Sage)
  • 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 Sage Master Builder, based on the final Bid information from Quick Bid. For assistance importing a budget file into Sage Master Builder, please consult your Sage Master Builder User Guide or Sage Software's support.

Category Codes (Labor Types) are Not Exported
This export does not support exporting the type of Cost - such as differentiating between Material, Labor, Subs, Equip, and Other Costs.

Export Definition

There are no column or row headers in the export.

ColumnColumn Value
AIf 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>
B<Labor Hours>
C<Material Net Amount + Tax>
D<Labor Net Amount> or <Labor Burden>
If Distribute Burden is checked: <Labor Net Amount + Burden>
E<Equipment Net Amount + Tax>
F<Subcontractors Net Amount + Tax>
G<Other Net Amount + Tax>

Export Examples

Quick Bid Job Budget Export for Sage 100 Contractors example 1 opened as spreadsheet

If you use the same Cost Code for a Condition and for something like Equipment or Other expenses, you'll see something like this:

Quick Bid Job Budget Export for Sage 100 Contractors example 2 opened as spreadsheet



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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