Quick Bid - 14.03.14 StarBuilder and StarImport Accounting Export - QB
AA-04039
Our developers worked with StarBuilder to determine what they need in an export file.
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.
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.
To export the budget to StarBuilder or StarImport Accounting software,
- Click the Exports button on the Bid toolbar
- Select Job Budget File
Click the Options Button next to "Job Budget File" - the Modify Options for Job Budget File dialog box opens
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 Header | Column Value |
|---|---|
| Phase | < Area Name> The accounting software is limited to 5 characters - if Area is multi-level, only last level is exported |
| 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> |
| Cost Type | <Category> |
| Description | If 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
