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Quick Bid - 14.04.02 AccuBuild® Materials Export - QB

Views: 686 Last Updated: 10/08/2024 07:52 am 0 Rating/ Voters
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Our developers worked with AccuBuild to determine what they need 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 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 AccuBuild Accounting software,

Click the Exports button on the Bids Toolbar

Quick Bid Exports dialog box with 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 "AccuBuild", (exports to an XLS file)

Quick Bid Job Material Export dialog box with AccuBuild options showing

Note
The exported file only includes items with Material Cost Codes. Equipment, Other, and Subcontractors are not included in this export. The Material File export allows you to update the material list in AccuBuild Accounting Software based on the final Bid information from Quick Bid. For assistance importing a budget file into AccuBuild Accounting Software, please consult your AccuBuild Accounting Software User Guide or AccuBuild Accounting's 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

AccuBuild Material Export opened as spreadsheet

If you are looking for information on AccuBuild's Accounting export (not just Materials), see Related articles.



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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