CQ does export Item numbers as well as MFR names from your project spreadsheet into QuickBooks. However, since QuickBooks doesn't offer a default column for these values to fall into, we have to insert them into custom columns. QuickBooks offers two custom columns, "Other 1" & "Other 2", which we utilize for this purpose. We map item numbers to the "Other 1" column & MFR Names to the "Other 2" column. These additional columns can be added to the Estimate, Sales Order, Invoice, &/or PO using the template editor in QuickBooks.
The example below was done within QuickBooks Manufacturing & Wholesale 14.x but the overall concept is the same throughout all versions.
The first step is to open an existing Estimate, Sales Order, Invoice, or PO. Next click the "Formatting" tab in the menu bar at the top of your window and select "Manage Temples".
Now select your default template and click "Copy". Once copied you can name your new custom template.
Once you have named your template click "OK".
This will open the "Basic Customization" window. Now click the "Additional Customization" button at the bottom of the window.
When the "Additional Customization" window opens click on the "Columns" tab. This is where we will add our Item # column & MFR Name columns to our new template.
First, we need to tell QuickBooks if we want the columns in the new template to show only on our screen, only on our printed reports, or on both. Next, we will tell QuickBooks what order we would like our columns to appear in. Finally, we need to name our new columns. Once we are done with these steps we can click "OK".
This will bring us back out to the previous "Basic Customization" window
Click "OK" to return to your Estimate, Sales Order, Invoice, or PO. You should now see your new template reflected on your current report. If not, you can select it from the drop down menu in the upper right hand side of your window.
Comments
0 comments
Article is closed for comments.