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The Export to QuickBooks feature allows you to send your estimated Budgets to QuickBooks. Make sure you have set up for the QuickBooks Interface first.
To begin the export, select File/Transfer/Export to QuickBooks.... A dialog box will appear, with the following questions to fill out:
Directory for Interface Files:
Enter the drive and directory for the export file transfer, or press the button (labeled "Directory for Interface Files:") to choose from the standard directory selector dialog box. It should normally set to your QuickBooks directory, often C:\QBOOKSW.
Interface (.IIF) File Name:
Enter the file name to import into QuickBooks, or press on the button (which also serves as the field label) to choose from a standard file-save-as dialog box. Usually, the file name with end with the extension .IIF to identify it as a QuickBooks Interface Format file.
QuickBooks Customer (Optional):
Enter the name of the Customer (the first part of Customer:Job) In QuickBooks. You may use an existing Customer in QuickBooks, or enter a new Customer name, in which case, that Customer will be created. The name given cannot be the same as a name of an existing Vendor or Employee in QuickBooks. If you do not want a grouping of Jobs by Customer, leave this field blank, and just the Job (entered below) will be sent over to the Customer:Job List. If you do multiple jobs for the same customer, assigning them to the same customer is a convenient way to track them. The Customer field can also be used to group similar jobs together, such as all room additions. In this case, "Room Additions" would be entered instead of a customer name.
QuickBooks Job: Enter the name of the Job, as it is to appear in QuickBooks. (If you also specified a Customer, it will appear in the QuickBooks Customer:Job List as a the customer name, a colon, and then the job name). This field defaults to the current Bid’s Description. As with the Customer field, the Customer:Job may be an existing Customer:Job, or a new one will be created for you.
Date for Job: Enter the date the job will begin, e.g., 3/21/99 or 10/1/02 (02 is short for year 2002). This is usually a future date. All budgeted amounts will be sent to the month specified. (Note that the day of the month is not relevant in QuickBooks’ month-based Budgets.)
Click on the Export button when ready to export.
For information about using the exported information in QuickBooks, and information about setting up the Budgets, etc., see How to use the QuickBooks Interface
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