National Estimator Quick Start | Opening Export Files in QuickBooks

Opening Export Files in QuickBooks

Opening IIF Export Files in QuickBooks

Once an estimate or invoice has been written to file with Job Cost Wizard, start QuickBooks: Click on File. Click on Utilities. Click on Import. Double-click on the name of the estimate or invoice you want. Click on OK when the import is complete. Click on Customers. Click on Create Estimates if you saved the file as an estimate. Click on Create Invoices if you saved the file as an invoice. Click on Previous to see the file just imported.

Importing into QuickBooks

Important Note: With QuickBooks Pro 2002 and higher, you can import an estimate only once from an IIF. On second import of the same estimate, you'll see an error message, "Can't record invalid transaction." If you make a mistake and want to import an estimate again, delete the previous imported estimate before importing again. Instructions for deleting an estimate begin at the bottom of   "Turn an Estimate into an Invoice in QuickBooks". If you want two versions of any one estimate in QuickBooks Pro, save the alternate estimate with a slightly different job name or customer name. That makes the estimate different enough so it will import perfectly into QuickBooks.