EstiMate Knowledge Base / FAQ

HomeEstiMate Version 1General FAQWhat is the item field for on the Export Account Assignments screen?

1.48. What is the item field for on the Export Account Assignments screen?

When going thru the export to quickbooks screens in EstiMate there is a screen for Exporting Account Assignments. On that screen there is an item name field. . .what is that for?

The item field is used to specify a specific category within an account. In essence an account is a broad category of income and expenses and the item within the account allows you to track more detailed revenue information. An example would be if you wanted to see how much revenue was being generated by vinyl sign sales, you could setup and item in QuickBooks called 'signs&graphics' or 'vinyl signs' and then use the export wizard in EstiMate to select the appropriate account and the specific item of 'signs&graphics' or 'vinyl signs' respectively.

This page was: Helpful | Not Helpful