Keeping locations of products while exporting?

Forum Forums SIX Quicklinks Keeping locations of products while exporting?

This topic contains 14 replies, has 3 voices, and was last updated by  Darrell Taylor 2 years ago.

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  • #5991 Reply

    Anonymous

    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.

    Cheers,

    Andy

    #7376 Reply

    Neal Boissonneault
    Participant

    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.

    #8394 Reply

    Naresh
    Moderator

    Neal,

    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.

    Naresh

    #7377 Reply

    Neal Boissonneault
    Participant

    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.

    #8397 Reply

    Naresh
    Moderator

    Hi,

    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.

    Naresh

    #8398 Reply

    Neal Boissonneault
    Participant

    Thanks, Naresh

    I will give that a shot. I was messing with the Quick links settings last night but did not get a chance to test.

    #7378 Reply

    Darrell Taylor
    Participant

    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.

    #7379 Reply

    Neal Boissonneault
    Participant

    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.

    #8576 Reply

    Darrell Taylor
    Participant

    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.

    #8577 Reply

    Naresh
    Moderator

    Hi,

    The latest SIX 2013 R2 update has an option to export change orders to QuickBooks Estimates –
    http://support.d-tools.com/01_SIX/User_Guide/08_QuickBooks_Integration/Change_Orders_to_QuickBooks_Estimate

    Give that a look to see if it could help.

    Regards,

    Naresh

    #8579 Reply

    Darrell Taylor
    Participant

    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.

    #8580 Reply

    Neal Boissonneault
    Participant
    tayl428 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.

    #8581 Reply

    Darrell Taylor
    Participant

    Ugh… thanks. Looks like one time export when job is kicked off, and then all C/O in QB.

    #8582 Reply

    Naresh
    Moderator

    Hi,

    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?

    Naresh

    #8583 Reply

    Darrell Taylor
    Participant

    Exactly. All the change orders labor and material costs will then roll up to the one job level estimate.

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