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4.185. How do I setup EstiMate to work with QuickBooks?

I want to setup EstiMate to work with QuickBooks so I can export my finished jobs from EstiMate and import them into QuickBooks. How do I accomplish this?

The goal: To get QuickBooks and EstiMate "on the same page".

The overview: To setup EstiMate to work with QuickBooks two things are required:

1. Setup of accounts and items in QuickBooks.
2. Tell EstiMate what the assignments are using the Configure QuickBooks Export screen.

Detailed instructions:

The best instructions available are in your EstiMate help files. To access the tutorial click Help > Help Contents > Click the Contents button in the upper left. Double-Click the purple book icon titled "QuickBooks Link", highlight the "setting up items and accounts" entry and press the display button. The tutorial will appear and you can print it if needed.

Q & A

Q: I don't see the QuickBooks link under my management menu how do I find it?

A: The QuickBooks link must first be purchased in order to be accessed if you have a permanent unlock of the software. If you have purchased the link or are in trial mode and still don't see the link under the management section you may be running an old version. Older versions of the software had the link under the file menu. If you do not see the QuickBooks link in either location then download a free update from www.pricingmadeeasy.com and upgrade your software.

Q: Where can I get more information about setting up the QuickBooks link?

A: An excellent tutorial is available in video format in the Learning EstiMate videos.