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Quick Bid - 14.03.14 StarBuilder and StarImport Accounting Export - QB

Views: 788 Last Updated: 10/10/2024 01:46 pm 0 Rating/ Voters
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Our developers worked with StarBuilder 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 StarBuilder or StarImport 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 Accounting Exports 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).

  • From the Export Format drop down, select "StarBuilder/StarImport" (exports to a TXT 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 StarBuilder's support.

Export Column Definition

Column headers are included in this export.

Column HeaderColumn Value
Phase< Area Name> The accounting software is limited to 5 characters - if Area is multi-level, only last level is exported
Cost CodeIf 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>
Cost Type<Category>
DescriptionIf 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>
Estimated 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>
Estimated Hours<Labor Hours>
Estimated Quantity<Quantity>
Unit of Measure<UOM>

Export Example

Quick Bid Accounting Export - StarBuilder Results 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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