This allows you to change the name of the QuickBooks Item that will be created if using Misc Items.ĭefault value = 'Labor'.

Products marked as 'Owner Furnished Equipment' (OFE) will not be exported to your QuickBooks Estimate but if there is any labor associated with the OFE Products, the labor will be transferred to the Estimate.ĭefault Value = 'PLACEHOLDER'. This allows you to change the name of the QuickBooks Item that will be created when transferring Change Order Placeholders.ĭefault Value = 'MISCITEM'. If you want the package name to be added to the end of the description of each item then check this option.ĭefault value = No. Packages do not export to QuickBooks Estimates, the individual items in a package export. you might it to be named 'Equipment'.ĭefault value = No. This allows you to change the name of the QuickBooks Item that will be created when you have the 'Aggregate all products as one QuickBooks item' option checked, e.g. When checked, every Product in the Project will be combined into one Item to transfer over to QuickBooks.ĭefault value = 'Product'. When you click the 'Change Price Type' link, the following form will open where you can select your Price Type:Īggregate all products as one QuickBooks itemĭefault value = Unchecked. When creating QuickBooks Items or when using the Sync feature for QuickBooks, you can set which Product Price Type you want to use to sync with QuickBooks.

Here you can decide if you would like the Vendor field from SI to transfer to the Preferred Vendor field in QuickBooks. Here you can decide if you would like the Part Number field from SI to transfer to the Manufacturer's Part Number field in QuickBooks. 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. 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. Choose from: Inventory, Non-Inventory, and Service. Here you can choose what the default Item Type will be for items in SI that get created in QuickBooks.

Quickbooks company settings