Setting

Description

Accounting file*

Here, you will browse to the path where your QuickBooks Company File (.QBW) is located.

This path must match the path the path exactly as it does in QBD.

Name

Here, you can give your QuickBooks file a clever name, which is especially useful if using multiple files.

Country

Here, you will choose between the US, Canada, and the UK.

Cache Connection

When set to "Yes," this will cache your connection to QuickBooks Desktop if your QBW file is on a remote server to improve the speed of transfers from SI to QuickBooks.

You will need to close SI before you can close SI on your machine or switch from Multi-user Mode to Single-user Mode (and vice versa.)

Default = No.

Setting

Description

Default Item Type

Here, you can choose the default item type for items in SI that get created in QuickBooks.

Choose from Inventory, Non-Inventory, and Service.

Purchase Description

Here, you can decide if you would like the Short Description field or the Long Description field from SI to transfer to the Purchase Description field in QuickBooks.

Sales Description

Here, you can decide if you would like the Short Description field or the Long Description field from SI to transfer to the Sales Description field in QuickBooks.

Transfer Part Number

Here, you can decide whether to transfer the Part Number field from SI to the Manufacturer's Part Number field in QuickBooks.

Transfer Vendor

Here, you can decide if you would like the Vendor field from SI to transfer to the Preferred Vendor field in QuickBooks.

Price type

When creating QuickBooks items or using the Sync feature for QuickBooks, you can set which Product Price Type you want to use to sync with QuickBooks.

When you click the Change Price Type link, the following form will open where you can select your price type.

Setting

Description

Aggregate all products as one QuickBooks item

When checked, every product in the project will be combined into one item to transfer over to QuickBooks.

Default value = Unchecked.

Item name for aggregated product

This allows you to change the name of the QuickBooks item created when the "Aggregate all products as one QuickBooks item" option is checked.

For example, you might want it to be named "Equipment."

Default value = Product.

Append package name to item description

Packages do not export to QuickBooks estimates; the individual items in a package export.

Check this option if you want the package name added to the end of each item's description.

Default value = No.

Export OFE items

Products marked as "Owner Furnished Equipment" (OFE) will not be exported to your QuickBooks estimate, but any labor associated with them will be transferred to the estimate.

Default value = No.

Export Included Accessories

"Included" is an option that you can set for accessories, similar to the OFE setting (above).

Set this to Yes if you want to export the labor associated with these items to your QuickBooks estimates.

Default value = No.

Placeholder item name

This allows you to change the name of the QuickBooks item created when transferring change order placeholders.

Default Value = PLACEHOLDER.

Miscellaneous item name

This allows you to change the name of the QuickBooks item that will be created if using misc items.

Default Value = MISCITEM.

Setting

Description

Item name for labor

This allows you to change the name of the QuickBooks item created when you have the "Aggregate labor items as one QuickBooks item" setting checked and/or "Export labor as items" setting checked.

For example, you might want it to be named "Labour."

Default value = Labor.

Export labor as items

If you want your labor items not to be combined into the labor type labor items and want them to be their own separate items in QuickBooks, set this to "True."

This setting "wins" when using the "Aggregate labor items as one QuickBooks item" setting.

Default value = No.

Aggregate labor items as one QuickBooks item

When this is checked, and the "Export labor as items" option above is checked, all labor items in the project will be combined into one Item to transfer over to QuickBooks.

Default value = No.

Aggregate labor types

You can change this to "Export each labor type as an item" or "Export as one item."

Default value = Export each labor type and sub-labor type as an item.

Labor type items are subitems of labor item

This means that the QuickBooks items created for labor type labor in SI will have the text "Labor:" in front of them.

For example, if you use the "Installation" labor type in SI for labor, when this item is created as a QuickBooks item, it will transfer as Labor:Installation:Base.

The "Base" text is due to the sub-labor type in SI. If you prefer this QB item to be created as Installation:Base, then set this to "No."

Default value = Yes.

Setting

Description

Display price adjustments on separate line items

When using price adjustments, the values for the price adjustments will be separate line items in the QuickBooks estimate vs. being included with each item in the estimate.

Default Value = Checked.

Separate adjustments for aggregated products

When the "Aggregate all products as one QuickBooks item" option is set to Yes, you can choose whether to display price adjustments on separate line items.

Default Value = No.

Separate adjustments for aggregated labor

When the "Aggregate labor items as one QuickBooks item" option is set to Yes, you can choose whether to display price adjustments on separate line items.

Default Value = No.

Product adjustment item name

This allows you to change the name of the QuickBooks item that will be created if using price adjustments AND have chosen to use the "Display price adjustments on separate line items" option above.

Default Value = EQUIPPARTS.

Misc parts adjustment item name

This allows you to change the name of the QuickBooks item that will be created if using price adjustments AND have chosen to use the "Display price adjustments on separate line items" option above.

Default Value = MISCPARTS.

Labor adjustment item name

This allows you to change the name of the QuickBooks item that will be created if using price adjustments AND have chosen to use the "Display price adjustments on separate line items" option above.

Default Value = LABORADJ.

Setting

Description

Include Project Number in Job Name

This will add the project number automatically to the job name when creating a new Customer:Job or Job.

Default value = No.

Create labor type labor items as hierarchical items (QuickBooks Online only)

This will add a colon between the fields for labor when creating the items in QuickBooks Online.

Default value = No.

Other 1 field on Estimate Line Item (QuickBooks Desktop only)

Other 2 field on Estimate Line Item (QuickBooks Desktop only)

Here, you can choose to map the following SI fields to the "Other 2" field for items on QuickBooks Estimates: Location, System, Phase, or Change Order Number.

Default value = Null.

Here, you can choose to map the following SI fields to the "Other 2" field for items on QuickBooks Estimates: Location, System, Phase, or Change Order Number.

Default value = Null.

Transfer Project Number to Estimate Other Field (QuickBooks Desktop only)

This will allow you to transfer the project number to the Other field that is available in the Headers section for QuickBooks estimates.

Default value = No.

Transfer SI Project Number as QuickBooks Estimate Number

This will transfer the project number as the QuickBooks estimate number vs. following your format in QuickBooks.

Default value = No.

Transfer SI Service Order Number as QuickBooks Estimate Number

This will transfer the service order number as the QuickBooks estimate number vs. following your format in QuickBooks.

Default value = No.

Setting

Description

Order Status

This will automatically set the Order Status field for items that have been added to a purchase order that has been exported to QuickBooks to whatever Order status you choose.

Default value = Ordered.

Export OFE items

If, for some reason, you wish to push products marked as "Owner Furnished Equipment" (OFE) to your QuickBooks purchase order, you can check this option.

Default value = Unchecked.

Transfer SI Purchase Order Number as QuickBooks Purchase Order Number

This will transfer the purchase order number as the QuickBooks purchase order number vs. following your format in QuickBooks.

Default value = No.

Setting

Description

Transfer adjusted items on project compare as Non-Inventory Item in QuickBooks

You will likely leave this setting to Yes to avoid items being displayed with negative quantities when a change order is appended to an existing estimate in QuickBooks.

Default value = Yes.

Item name for adjusted items on project compare

Here, you can choose the item name created in QuickBooks for the adjusted items.