Exporting all items in an estimate as a group

Forum Forums SI 2015 Quicklinks Exporting all items in an estimate as a group

This topic contains 1 reply, has 2 voices, and was last updated by  jonathan@portcitysound.net 4 months ago.

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  • #6704 Reply

    Matthew Fox
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    Good morning, Is it possible when exporting an estimate to quickbooks to have the option of creating all items as a group? I am not a fan of exporting all items as one “product” as that screws up my inventory in quickbooks. And i really don’t like have 5 to 10 pages of items on an invoice because I usually send them an “As Built” from d-tools with all its fancy reporting. I know this will create a lot of group items but those can be inactivated at anytime.

    If we could export items as a group, my invoices would be cleaner and my inventory would be accurate.

    #12268 Reply

    I also need something similar for labor as I don’t want to end up with 10 labor line items on my invoices

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