FAQ: Items Database & Costbooks

Do Costbooks impact my integration with QuickBooks?

If you are utilizing Costbooks within your OnCost Estimates (which is the recommended best practice for estimate standardization and accuracy), then yes, Costbooks impact your integration with QuickBooks. When an Estimate is sent to QuickBooks, each Estimate Item's Name and Base Cost (plus Tax, Overhead, and Markup if applicable) are sent. Therefore, if you are using Costbooks to populate these details within your Estimate, the Costbook Item(s) and its details are what is sent to QuickBooks. 

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