Importing QuickBooks Actuals

With the new UDA QuickBooks Integration, you can import actual costs from QuickBooks into your UDA Estimate with just a few clicks.

Prepare to Import QuickBooks Actuals into a UDA Estimate

Ensure that your estimate is set up to receive QuickBooks Actuals.  

  1. In an open estimate, go to Tools > Options and click on the General tab.

  2. Under Actual Costs, select Import Actual Costs from QuickBooks.

  3. Click OK. The Actuals column in the estimate will now be identified as the QB Actual column. If the Actuals column is not showing in your UDA Estimate, go to Tools > Show/Hide Columns and select Actual Cost under the Total, Actual, and Variance heading.

& NOTE: Actuals can either be entered manually or imported from QuickBooks. You cannot use both options in the same estimate. Actuals imported from QuickBooks will only show when the Import Actual Costs from QuickBooks option is active.

Import Actuals from QuickBooks

& NOTE: You must have written checks or paid bills in QuickBooks that correspond to the information in your UDA Estimate. For this to work properly, you must select a Customer:Job and use items that match your UDA Estimate.

  1. In an open UDA Estimate, go to QuickBooks Integration > Import QuickBooks Actuals.

  2. Choose your import preferences

Checks: Select if you want to import amounts from All Checks or Only Printed Checks.

Bills: Select if you want to Include Bills. If so, choose between All Bills and Only Paid Bills.

Credit Cards: Select if you want to Include Credit Card Charges.

Paychecks: Select if you want to Include Paychecks.

  1. Check the box next to Generate a Custom Transaction Report in QuickBooks if you would like to view actuals in a QuickBooks report.

  2. Click OK. Designated actuals will be imported into your UDA Estimate and will appear in the QB Actual column.