December 4, 2012 at 9:29 pm #5991
Are there any users out there who are actually using the “Create QB Estimates”? Either in SI5 or SIX? It would be great to have some dialogue with other fellow adopters of this feature set and hash out what is working and what is not.
I believe I know the answer to this first 1, Is there any way to keep the location grouping of products during the migration/creation of the QB estimate from the text bid?
Essentially if there is say a TV and a remote in the Family Room, is there a method to be able to keep this same visual grouping on the QB estimate vs tallying up say ALL the remotes on the job under 1 line?
Again, would really dig chatting with anyone who has had any success (or failures)in adopting this QB integration tool into their day to day operations.
AndyMarch 4, 2014 at 7:53 pm #7376
So I am apparently over a year late to this party, but I am interested. We have been trying to really improve our processes and I am realizing quicklinks may not be what I had hoped.March 5, 2014 at 5:07 am #8394
We are actually working on an option in QuickLinks in SIX to provide location or system or phase grouping when exporting to an Estimate. It will be part of our next SIX 2013 major update.
NareshMarch 5, 2014 at 11:26 am #7377
Naresh Thank you for the response.
Ideally I would like to be able to export our d-tools proposals to quickbooks once the project is approved, from there the project would live in quickbooks. One major issue I see is that I cannot seem to find a way to hide items in our invoices. We can group them but on large projects this is a pain. We are almost left with the option of creating an invoice with all the parts, writing down the material and labor costs and then deleting all the parts and creating a blank invoice with parts and labor. The reason for hiding items is that in commmercial projects and large residential projects we issue proogress invoices with only a summary of work completed.
This is kind of a big thing for us.March 5, 2014 at 11:47 am #8397
We have two QuickBooks Settings –
1. Export Products as a single aggregated item.
If you select True you can also select a “Product Item Name”. This is the Item Name for the single aggregated product.
2. Export Labor as a single aggregated item
If you select True you can also select a “Labor Item Name”. This is the Item Name for the aggregated labor.
Not sure if this helps.
NareshMarch 5, 2014 at 11:49 am #8398
I will give that a shot. I was messing with the Quick links settings last night but did not get a chance to test.June 25, 2014 at 4:12 pm #7378
Since this is on topic…. Do most of you export from DTools to Quickbooks as a single material and a single labor item, or do you export as separate items? We currently export as separate items to an estimate, but it seems to be near impossible to do change orders on the original QB estimate number without a LOT of manual QB interaction in QB.June 25, 2014 at 6:00 pm #7379
I am battling with this right now. Matter of fact I was just running this through my head on my drive back to the office. Right now, we do a bit of both, and I agree changes are a bear. I think I am going to try creating duplicate estimates in quickbooks, one which would be the detailed import from d-tools and the other would be created in quickbooks based on how we have to handle the project.June 25, 2014 at 8:20 pm #8576
I’m thinking that we may just drop change orders from Dtools and do them in QB. Seems to be the only way for it to track correctly.June 26, 2014 at 6:10 am #8577
The latest SIX 2013 R2 update has an option to export change orders to QuickBooks Estimates –
Give that a look to see if it could help.
NareshJune 26, 2014 at 2:00 pm #8579
Thanks Naresh, but that typically causes a LOT more work on our end to use that if we track costs per job. We need the ability to create the change order as a sub-job of the original estimate number. Otherwise, it doesn’t track to the same job.
We have multiple jobs for the same customer over the years… If we can’t put a change order a specific estimate number, we lose all tracking for that estimate number.June 26, 2014 at 8:44 pm #8580tayl428 wrote:Thanks Naresh, but that typically causes a LOT more work on our end to use that if we track costs per job. We need the ability to create the change order as a sub-job of the original estimate number. Otherwise, it doesn’t track to the same job.
We have multiple jobs for the same customer over the years… If we can’t put a change order a specific estimate number, we lose all tracking for that estimate number.
That pretty much sums it up.June 26, 2014 at 9:28 pm #8581
Ugh… thanks. Looks like one time export when job is kicked off, and then all C/O in QB.June 27, 2014 at 5:57 am #8582
OK> So if I understand correctly you would like to create a sub job of the original estimate like “Customer : Job : Change Order 1” in QuickBooks. Is that correct?
NareshJune 27, 2014 at 12:52 pm #8583
Exactly. All the change orders labor and material costs will then roll up to the one job level estimate.