Table of Contents

Quick Bid - 14.04.01 Quick Bid Standard Material Export - QB

Views: 638 Last Updated: 10/08/2024 07:35 am	0 Rating/ Voters
Be sure to rate this article 5 Stars if you find it helpful!

The Quick Bid Standard Material Export is a generic export template that can be imported into many Accounting packages.

If you are using AccuBuild® or Maestro*, there are dedicated exports for those Accounting packages, see Related Articles for more information.

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 Materials Export Files 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 materials to a generic file that can be used in many Accounting systems,

Click the Exports button on the Bids Toolbar

Quick Bid Exports dialog box with Job Material export selected

Select Job Material File

Click the Options button - the Modify Options for Job Materials Export dialog displays

From the Export Format drop down, select "Quick Bid Standard Material Export" (exports to an XLS file)

Modify Options for the Quick Bid Job Material Export

Note

The exported file only includes items with Material Cost Codes. Equipment, Other, and Subcontractors are not included in this export. TheMaterial File export allows you to update the material listin your Accounting software package based on the final Bid information from Quick Bid. For assistance importing a material file into your Accounting software package, please consult your Accounting software's User Guide or contact the vendor's technical support.

Export Column Definition

Column #	Column Header	Column Value
1	Acct ID	<Account ID in the Cover Sheet>
2	Item Code	<Item Code>
3	Description	<Item Description>
4	Part Number	<Item Code>
5	Size	<Size>
6	Req. Qty	<Container Quantity> (<Material Quantity> / <Container> or <Material Quantity> / <UOM>)
7	UOM	<UOM>
8	Price	<Unit Price> (<Material Price> / <Container> or <Material Price> / <UOM>)
9	Total	<Material Net Amount>
10	Cost 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>
11	Export Date	<Export Date>

Export Example

Job Material Export example opened as spreadsheet