This feature allows you to send the labor items and products added to a service order as estimates to QuickBooks.
1/ From the Service Order Explorer or from within a service order itself, click the Create Estimate button in the QuickBooks section of the ribbon.
The Create Estimate from Service Order form will open.
Select/Create Customer:Job
You can select an existing customer or Customer:Job from QuickBooks if they already exist.
You can also create a new Customer:Job or just a new job (if the customer already exists in QuickBooks) via the New Customer button and the New Job button.
Check out this article for more details about creating a new Customer:Job.
If notes have been entered for the service order, you can choose to include these on the estimate.
Assign QuickBooks Item Numbers
Your QuickBooks Settings determine how your QuickBooks items will be created.
If any items in the estimate are not assigned to QuickBooks items, you must do this before transferring the estimate to QuickBooks.
If you click the Create Estimate button before doing this, you will be prompted to create new QuickBooks items for all necessary Items.
If you would rather map the items to existing QuickBooks items, click the Map button.
Click the Create Estimate button.
If all items have not been assigned QuickBooks item numbers, you will get the following prompt. You must create or map all items before pushing the estimate to QuickBooks.
Check out this article for more details.
Once all items have been assigned QuickBooks items, the estimate will export to QuickBooks, and you will get a confirmation.
Clear Estimate
The Clear button will allow you to clear existing estimate numbers from an SI service order. You should do this if you wish to modify the service order and then push over a new estimate to QuickBooks.
Select the estimate(s) you wish to clear and click the Clear button.
You will then be prompted whether to delete the estimate(s) from QuickBooks as well.