This is typically the best option for reporting and progress invoicing purposes. Once everything syncs over, you will find your estimate in your accounting system, under the corresponding Customer or Customer:Job entry.įor "Summary estimate" exports, the QuickBooks estimate will not be itemized to the same extent that you see within CoConstruct, but will include a roll-up of information for each of your accounting codes, similarly to how the Budget tab displays your financials by accounting code. How does the estimate show up after exporting? With QuickBooks Desktop, you will need to sync your QuickBooks file with Web Connector before the estimate will show up in QuickBooks. Once the estimate has been exported to QuickBooks, you should see a blue banner at the top of the page confirming that the push has been successful. Note that you can export a "Summary estimate" or a "Detailed estimate." The summary estimate will have all of your financials rolled up to the corresponding accounting code (similar to the Budget page), while the detailed estimate will include the full cost line, unit cost, units, etc.
Go to the Project Setup page to provide the info to link up your project. Note: If you do not see this option, then your project is not linked to a corresponding customer in your QuickBooks account.
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