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Quick Bid - 14.04.03 Maestro* Technologies Materials Export - QB

Views: 763 Last Updated: 10/08/2024 07:55 am 0 Rating/ Voters
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Our developers worked with Maestro* Technologies 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 Maestro* Technologies Accounting software,

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 "Maestro* Technologies", (exported to a CSV file)

Job Material Export dialog box showing Maestro options

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 Maestro* based on the final Bid information from Quick Bid. For assistance importing a material file into Maestro, please consult your Maestro User Guide or Maestro's support.

Export Column Definition

Column # Column Header Column Value
1 Project No. <Job Number in the Cover Sheet>, if <Job No> is blank then <Blank>
2 Resource No. <Account Id in the Cover Sheet>, if <Account ID> is blank then <Blank>
3 Resource Description <Unit Size (Container)>
Inventory Code <Product Number>, if product number is not available, then <Item Code>
Req. Qty. -When Priced by container; <Container Quantity> <Material Quantity>/<Container> -When Priced by UOM; <Material Quantity>
Characteristics <Blank>
Activity 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>
Group M
Item Date <Export Date>
User No. <Blank>
UP <Unit Price>
Amount <Material Net Amount>
13 Item Code <Item Code>
14 Size <Size>
15 Description <Product Description>

Export Example

Maestro Job Materials Export opened as a spreadsheet

If you are looking for information on Maestro'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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