National Estimator Quick Start | Converting Estimates with Job Cost Wizard
QuickBooks Account Names
Estimates and invoices imported into QuickBooks include expense
and income account names. If the imported accounts do not exist already in your
QuickBooks company, QuickBooks will create new accounts. You can
control the names of these accounts by making changes in the QuickBooks
Options dialog box.
- Click on the
(QuickBooks Options) button on the toolbar, -or-
- Click on Options on the menu bar. Then click on QuickBooks
Enter the names you prefer for income, cost of
goods, markup and tax accounts. Change "Material Tax" to "FL
Sales Tax", for example, if the job is taxable under Florida
law. QuickBooks will keep track of tax due in each state
where you do business.
Click Use “Contractors Guide” Accounts if you prefer the account
names recommended in
Contractor’s Guide to QuickBooks Pro. You can order this title at
or call 800-829-8123. To restore the default account names, click Reset.
Click on OK when done with QuickBooks Options.
|If QuickBooks Pro version 2002 or later is installed on the computer,
you should see a check mark beside Use qbXML to integrate with QuickBooks.
XML exports to QuickBooks, as will be explained soon. If
QuickBooks Pro is installed but there is no check mark, click on Use
qbXML to integrate with QuickBooks. You’ll be asked to identify the
QuickBooks Company to receive imports from Job Cost Wizard.
Select the company file you prefer and click Open. See
Exporting an Estimate to QuickBooks for more on opening the XML link
Job Cost Wizard always requires customer information, a job name and a job
number before exporting an estimate. In automatic mode, Job Cost Wizard opens
the Customer Info, Job Name and Estimate Number dialog boxes automatically after
opening any estimate.
Job Cost Wizard runs in automatic mode when there is a check mark beside
Automatic on the Options menu. To change to automatic mode, click Options
on the menu bar. Then click Automatic.
Set up for automatic operation.
Changing the form title to “Proposal”.
|Transaction Type and Your Company Info
On the Options menu, click Transaction Type to change the form
title from Estimate to Invoice to Proposal or anything you want (Custom). For
QuickBooks exports, the transaction type has to be either estimate or invoice.
On the Options menu, click Your Company Info to change the company
name or address.
Click on the Print icon or File and Print. Then click
OK to print the document.
Enter your company name.