2. Exporting Estimates to QuickBooks
Use the FAQs in this section to help you get setup exporting your estimates to QuickBooks or QuickBooks online.
how to export an estimate mark for QB export Exporting LMN Estimates to QuickBooks
To Export an Estimate to QuickBooks Online or Desktop, mark the Estimate as 'Mark for QuickBooks Export'. *Note To queue for Export, the Estimating user would need to have LMN Accounting permissions. Next...
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: SUMMARY: rolls up all Per Season ser...
quickbooks estimate guide details export detailed estimate import Changing Estimate Import Type
If you would like to include all the estimate details when exporting estimates to QuickBooks, you can do so by setting your Import Type to Detailed. When using this method - all of your estimate details wil...
quickbooks estimate faq quene remove How do I remove estimates from the export queue?
You can easily remove estimates that have already been importing from the queue. This would only happen in a very odd circumstance, like Internet going down. Go to the QuickBooks menu in the grey dropdown m...