National Estimator Quick Start | Converting Estimates with Job Cost Wizard

Exporting an Estimate to QuickBooks

If you have QuickBooks 2002 or later, Job Cost Wizard will select XML export by default. If you have an earlier version of QuickBooks, exports will create an Intuit Interface File (IIF). XML exports happen over a direct link between the two programs. For IIF exports, Job Cost Wizard writes a file in the QuickBooks folder.

If you have 2002 QuickBooks or later, use the XML export:

1. Begin by clicking theQB icon.
2. Job Cost Wizard will advise that QuickBooks is asking permission to access the company file.
3. If you receive a warning about security level, follow instructions on the screen.
4. Click Launch QuickBooks and select the company file to receive the export.
5. QuickBooks will open.
6. Click Yes, Always to grant Job Cost Wizard access to the QuickBooks company file.
7. A bar will report that the transfer is in progress. Click OK when the export is successful.
8. In QuickBooks, click Customers. Click Create Estimates. Then click Previous to see the imported estimate. You can skip information on IIF exports and go right to turning estimates into invoices at the bottom of this page.

If you have an older version of QuickBooks, use the IIF export:

1. Begin by clicking the QB icon.
2. Change the drive or the folder if the QuickBooks folder is not listed at the right of Save in.
3. Check the file name to be sure it is what you want.
4. If you use QuickBooks Pro, click on Estimate.
5. If you use regular QuickBooks, click on Invoice.
6. When complete, click on Save.

Exporting an estimate to QuickBooks Pro does not affect the original estimate in any way. Job Cost Wizard can open and export an estimate as many times as you want. To create a second copy of the same estimate with different Job Cost Wizard options, save with a slightly different file name. But note that QuickBooks Pro you can import an estimate for any customer and job only once. Details are on the next page.

Exporting as an estimate to QuickBooks Pro.