quickbooks guide export summary detailed publish estimate Publishing Estimates to Quickbooks (Summary vs Detailed)

When publishing Estimates from LMN to Quickbooks there are some differences between the Summary vs Detailed options.

Pictured below is an example of a Service Estimate:

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  • SUMMARY: rolls up all Per Season services into one line item, with total 'monthly' price.

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  • DETAILED: separates all Per Season services into separate line items, each with their own respective 'monthly' price (and # of visits)

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  • Per Hour/Unit: looks the same between both Summary & Detailed
  • Per Visit: looks the same between both Summary & Detailed
  • Detailed does not show individual line items

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