Intacct Export Wizard window (SQL)

Summary

Intacct Export Wizard window Use this window to enter information to export from an estimate to the Sage Intacct Construction application. Assuming your standard database contains the necessary job cost information, this wizard exports the estimate with the following information: For phases, a transaction for each quantity at the phase level. For items, a transaction for each category with an amount. Depending on the setting of the units to job cost for each item, the transaction also includes the takeoff quantity or order quantity. The takeoff quantity is used for one-time items. For non-allocated addons, a transaction for each addon. For allocated addons, no separate transactions. The cost is included in the items used to calculate each addon. Note: Quantities are sent to Job Cost only for phases, items, and addons that have an assigned job cost phase and category code.

Description

Cause

Resolution

To open this window:

With the estimate open in Sage Estimating, select Advanced > Export to Job Cost. (This command is available only if the current estimate was set up with a Job Cost interface.)

Items in this wizard

When you see the introductory window, click [Next] to proceed through the steps.



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Getting Started: Sage Intacct interface (SQL)

Solution Properties

Solution ID
221924560116944
Last Modified Date
Tue Aug 13 19:44:41 UTC 2024
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