Open a Material Takeoff Worksheet
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Lesson 16 – Simply Accounting®
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What You Will Learn
• Transfer an Invoice to Simply Accounting 2008 and newer.
• Transfer an Invoice to Simply Accounting 2007 and older.
Getting Started
Why transfer Invoices to Simply Accounting?
The Simply Accounting system one of the most widely used accounting programs. However, like many accounting programs it is not designed to maintain a large database of materials. The number of ways to locate an item is limited. Also Simply does not allow for multiple discounts from multiple suppliers. These are all things that Winpriser does well.
Using Winpriser to prepare your pricing and Simply Accounting to handle your accounting needs provides an excellent business solution.
How does the transfer to Simply Accounting work?
For Simply 2008 and newer -
After your worksheet pricing has been finalized you use Winpriser to export your invoice
information to a text file. You then use the Business Innovations Simply Import Utility
program to read the text file and import the information into your Simply database.
For Simply 2007 and older -
After your worksheet pricing has been finalized you use Winpriser to export your invoice
directly into the Simply Accounting database. The invoice appears in Simply the next time
you open the accounting program.
Can all Winpriser Editions transfer information to Simply Accounting?
Export to Simply Accounting is available in the Winpriser Professional Edition only. The export menu selections are disabled in Winpriser Standard Edition.
Open a Material Takeoff Worksheet
1 Click on the Worksheets button in the Winpriser toolbar.
OR
From Winpriser’s main menu, select the File | Open Worksheet menu option:
The WorkSheet Directory dialog box will appear:
2 If you have not already created a worksheet, click on the New button and refer to Lesson 12 on how to add new product items to a worksheet.
If you have an existing worksheet, select the worksheet that you want to use from the list of worksheet titles and click on the
F2 Open 
button.
To Export an Invoice
Click here if you are using Simply Accounting 2007 or older.
3 Select the Extension Views | View All view.
4 Start the Simply Accounting Export Manager by:
Clicking on Extensions | Simply Accounting Export Manager in the Winpriser main menu:
OR
Position the mouse pointer in the materials table on the right side of the worksheet and right click to open a popup menu. Click Simply Accounting Export Manager:
5 Select Generate Invoice Export File (Ver. 2008 or above).
The Simply Accounting Invoice Export Manager window will appear.
The information in the Export Manager window can be modified or added to before the export.
6 Click on the Advanced button to open the Advanced Settings window.
7 The Export Advanced Settings window allows you to control how information is transferred to your Simply Accounting system.
8 Click the Ok button to return to the Export Manager window.
9 Click the Ok button on the Export Manager window to continue the export.
10 Click Agree to confirm your selections.
11 Use the Save Export File As window to select a hard drive and folder to use to save the invoice export file. You can also choose any name for the export file.
We will use the Winpriser20 folder on Drive C: and we will call the export file Invoice.IIF.
Be sure to note the export
folder and file name, as you will have to specify both when you ask the Simply Import
Utility to import the file.
12 Click the Save button. You will be returned to the Worksheet window.
13 Start your copy of the Simply Import Utility program.
Transferring invoices from
Winpriser to Simply requires you to use an Import Utility program from Business Innovation
Technologies/Swagman Systems. You can download a FREE 90 day trial copy of the Import
Utility by clicking here - ftp://ftp.iqstorage.com/swagmansystems/2009-Winpriser.EXE.
The cost of the Import Utility is $195 per year. Contact Dan Mason, Business Innovation
Technologies at dan@businessinovatech.com
or 416-840-8900 x202 for more details.
You
can leave Winpriser running while you use the Simply Import Utility. You can minimize
Winpriser by clicking the Minimize 
button
at the top right corner of the Winpriser window. Or, you can simply click Start | Programs
| SSD Importer Utility | SSD CSV Import Utility to start the Utility program "over
top " of Winpriser.
Select "Login - Use this link to connect to the latest versions of Simply Accounting" and click Next.
14 Enter your Simply Accounting User Name and Password and use the 
button to select
your Simply Company database. Click OK.
15 Select the Data Sources tab and use the button to select the Invoice.IIF file that you
exported from Winpriser.
16 Select the Import Data tab and click the Import Data button.
17 The invoice will be imported into Simply Accounting and the Import Complete message displayed. Click OK.
18 Review the Import Results and click Exit.
19 Click Close to exit from the Import Utility.
20 You will now be able to locate the newly imported invoice in Simply Accounting.
End of Lesson
For Simply Accounting 2007 and older
3 Select the Extension Views | View All view.
4 Start the Simply Accounting Export Manager by:
Clicking on Extensions | Simply Accounting Export Manager in the Winpriser main menu:
OR
Position the mouse pointer in the materials table on the right side of the worksheet and right click to open a popup menu. Click QuickBooks Export Manager:
5 Select Generate Invoice.
The Simply Accounting Export Manager window will appear.
6 Select the appropriate Billing Method, Asset Account and Customer name. These fields are drawn from your Simply Accounting database.
7 Double click on the Taxes field and select a value.
8 Double click on the Revenue Acct# field and select an account. Taxes and Revenue Acct# can be
assigned item by item or to all items at one time.
9 Click on the F4 - Export toolbar button to start the transfer to Simply Accounting.
10 The Transactions Successful message will be displayed.
11 Click the Ok button. You will be returned to the Worksheet window.
12 Start your Simply Accounting program.
You can leave Winpriser running
while you use Simply Accounting. You can minimize Winpriser by clicking the Minimize button at the top right corner of the Winpriser
window. Or, you can simply click Start | Programs | Simply Accounting to start the Simply
program "over top" of Winpriser.
13 You will now be able to locate the newly imported invoice in Simply Accounting.
End
of Lesson
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