Default Export Options

Before you can export to to your accounting package, you need to configure some basic export settings in the Options dialog. This is part of the initial setup; once these settings are properly entered, you should not have to perform these steps again.

1. Launch B2W Estimate, and log in.

2. Click Options in the Administration section on the Home Page or on the ribbon bar in an open estimate.

3. In the Options dialog, click the Imports/Exports folder, then click the Export Settings page.

4. In the Select Export Format box, select your desired export format.

Creating the export file

1. Open the estimate that you want to export.

2. Click the Tools menu, point to Import/Export, and then select Export Estimate Detail.

3. The Export Estimate Detail wizard appears. Click Next.

4. On the Select Export Format page, verify that the desired export format is selected, then click Next.

5. On the Enter File Name page, click Browse, and navigate to the folder where you want to create the export file. The default filename will be the job title of your estimate, with a ".txt" extension.

6. Click Save, then click Next, then click Finish.

The export program will start and export the estimate information. You'll see a progress meter at the bottom of the screen showing you the progress of the export.

Once the export program finishes, a dialog may appear to show warnings about missing codes. This does not mean the export failed. Review this information, then click Close.

You can now import the exported text file into Foundation.