Home → EstiMate Version 1 → How Do I... → How do I separate out shipping charges when exporting to quickbooks?

4.183. How do I separate out shipping charges when exporting to quickbooks?

I use free form to add my design charges and my shipping charges to my invoices. The problem is when I export my work from EstiMate into QuickBooks everything goes into the account I have assigned in QuickBooks for free-form. How do I separate out the shipping charges so they will go into their own account?

1. Begin by creating an account and an associated item in quickbooks, perhaps a non-inventory part item.

2. In EstiMate, input your shipping charges into the retail items database. (edit data files > retail items > new)

3. Click Management > QuickBooks link > configure QuickBooks export. When you arrive at the account assignments screen click the plus sign to the right of the retail items entry.

4. Highlight your shipping charges in the list of retail items. Assign the account(s) you created in QuickBooks for shipping to the shipping retail items entry.

5. Click the green checkmark to save.