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 Options.

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 http://craftsman-book.com 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 to QuickBooks.

Automatic 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.