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Qube Setup Questions

Can I set up customers, vendors, employees and items from my existing QuickBooks data file?

We now have an export tool within our Bridge-Easy software that will export your customer, vendor, employee and items lists that can be pasted in a csv spreadsheet to be reviewed before importing into Qube.  Of course, there are manual options available below. 

How can I set up customers manually?

Setting up new customers is easy with two options to do so:

  • Option 1, Go to the Customers table and click on New Customer. This will make you an expert in no time with repetition.
  • Option 2, Go to the Customers table and select “Reports and Charts”. Then, locate and select the “Customer Import Fields” report and then go to the More option at right and choose “Save as a Spreadsheet”. This downloaded spreadsheet will give you the format needed for all the fields to import. We recommend you export the customers from QuickBooks first to a spreadsheet and verify that data before you copy and paste the data into this spreadsheet for importing.

Ready to import Customers

When ready to import, go to the Customer table and then on the “More” menu at right select the Import / Export option. Then select a spreadsheet import and locate your .csv file that you saved in the previous step.

How can I set up Employees and Vendors into the Resources table?

Setting up new Resources is easy as there are two options to do so:

  • Option 1, Go to the Resources table and click on New Resource. This will make you a pro in no time as you will learn by doing and repeating your skills.
  • As you set up vendors or employees you are going to designate them as an Employee or Vendor. Be sure to complete as much data on each tab as you can including on the payroll tab.
  • Option 2, Go to the Resource table and select “Reports and Charts”. Then, locate and select the “Resource Import Fields” report and then go to the More option at right and choose “Save as a Spreadsheet”. This downloaded spreadsheet will give you the format needed for all the fields to import. We recommend you export the Vendors and Employees from QuickBooks first to a spreadsheet and verify that data before you copy and paste the data into this spreadsheet for importing.

Ready to import Vendors and Employees

  • When ready to import, go to the Resource table and then on the “More” menu at right select the Import / Export option. Then select a spreadsheet import and locate your .csv file that you saved in the previous step.

Creating Items in the Item List

Start by exporting your items out of QuickBooks. Then go to the Items table, go to the Reports and Charts menu, select the “Service and Non-Inventory Item Import Format” report, then select “More” on the right-hand side and choose, Save to a Spreadsheet. Now you will have your existing data from Quick Books to enter into the columns on the spreadsheet of the Service and Non-Inventory Item Import Format report.

What is a Group Item in Qube?

Group items give you the ability to load multiple items on your estimates You can use with or without a leading item. Group items are created by creating a group detail and selecting an item from your item list. Therefore future price changes in your items are always updating your group items.

What is a Group Assembly?

A Group Assembly is a list of group items that you can select to load quickly.