Projects (Jobs)
QuickBooks Desktop → Autodesk Build
Autodesk Build → QuickBooks Desktop
Project Templates
If you want to apply Project Templates in Autodesk Build as a default, see our guide on setting up Project Templates.
Configuring Autodesk Budget Codes to Match your Accounting System
You will want to make sure your Autodesk Build Budget Codes is set up to match the structure of your Sub Jobs, Cost Codes, and Cost Types in your Accounting System. We recommend properly configuring this in your Project Template(s) to ensure all Autodesk Projects use the same Budget Code structure.
The following includes a video walk through and guide to properly onfigure your Project Template's Budget Code.
To ensure they match:
- In your Project Template, go to the Cost Management module.
- Select the gear icon or Settings on the left navigation.
- Select the Budget tab, select Add New.
Configuring Sub Jobs
If you plan to use Sub Jobs, complete the following steps. If you do not, feel free to skip this step.
Note, the following Accounting Systems have the concept of Sub Jobs:
- Acumatica ("Tasks")
- Foundation ("Phases")
- Sage 100 Contractor ("Phases")
- Sage 300 CRE ("Extras")
- Vista
To configure your Sub Job setup:
- Press the pencil icon next to Segment 1, and type in Sub Job.
- Below Sub Job:
- For Where, select "Code"
- For Number of Characters, select "Flexible"
- For Delimiter, select "Hyphen"
Configuring Cost Codes
To configure your Cost Code setup:
- Press the pencil icon next to Segment 1, and type in Cost Code.
- Below Cost Code:
- For Where, select "Code"
- For Number of Characters, select "Flexible"
- For Delimiter, select "Hyphen"
Configuring Cost Types
To configure your Cost Type setup:
-
Press the pencil icon next to Segment 2, and type in Cost Type.
-
Below Cost Type:
- For Where, select "Code"
- For Number of Characters, select "Flexible"
- For Delimiter, select "None"
