To integrate with Quickbooks Pro©

Clear Estimates produces Intuit Interchange Format (IIF) files that can be imported directly into Quickbooks Pro©.

Step 1:

1. On the Menu Bar, select Utilities.
2. From the list of options, select Export to Quickbooks.

Step 2:

A window titled "Export Data to Quickbooks©" will appear. Clear Estimates can produce two types of IIF files:

• Customer contact data
• Project estimate data

1. Select the appropriate radial button for the type of data you would like to exchange.
2. Choose the appropriate customer from the drop down list and if you selected "Project estimate data" you will also need to specify the title of the project.
3. Click Export then specify a file name and destination in the "Save As" window that opens.
4. Click Save.

Note: The project estimate data includes the costs of all of the project's accepted alternates at the time the file is created.

Clear Estimates can export only one project at a time.

Step 3:

1. Open Quickbooks Pro©.
2. On the Menu Bar (in Quickbooks Pro ©), select File.
3. From the list of options, select Utilities. (Skip this step for versions of Quickbooks Pro© 2005 and earlier).
4. From the list of options, select Import.
5. From the list of options, select IIF Files….
6. A window titled "Import" will open. Locate the file you created in Clear Estimates (Step2) then click Open.