Creating Take-Off Templates is a time-saving option to populate Projects with frequently used Measurements. When integrated with QuickBooks, Measurements can be linked manually to Items and Bundles.
Related Articles: Using Items and Bundles on Plans | Pushing to a Quote in QuickBooks.
Creating Take-Off Templates
The two most common approaches to creating Take-off Templates linked to QuickBooks Items are Copying from an existing Stage or Building a new Take-off Template.
1. Copying an existing Stage to a Take-Off Template
When Measurement Parts are already linked to QuickBooks Items, Take-Off Templates are created by Copying an existing Stage in a Project.
From the Worksheet tab or while on a plan, click Stage Actions
Click Copy to new Template
Rename and click Copy Stage
2. Building a new Take-Off Template
From the Groundplan home page, navigate to the Take-Off Templates tab
Click +Take-Off Template
Enter the Template Name
Select Measurement Part Type and complete the remaining fields
Click Create, if additional Parts and Labour are required, click Create & Add More Parts
Applying a Take-off Template to a New Stage
From within a Plan, click +Add Stage
Enter Stage Name and click Apply Take-off Template
Click Take-off Template name, review and de-select Measurements not required
Click Create
Applying a Take-off Template to an Existing Stage
From within a Plan, click Stage Actions and click Apply Template
Click Take-off Template name
Review and/or de-select Measurements not required
Click Apply Template
Linking Take-Off Measurements to QuickBooks Items
From the Groundplan home page, navigate to the Take-Off Templates Tab
Click Take-off Template name to amend
Click Measurement name
Click Part Actions and click Delete
Click +Part
Select QuickBooks Item or QuickBooks Bundle
Begin your search by entering three letters
Click to select the item
Click Save and continue as required for all other Measurements in the Template
Frequently Asked Questions
If I update my pricing in QuickBooks, will my saved Templates automatically update?
If I update my pricing in QuickBooks, will my saved Templates automatically update?
No, unfortunately not.
Pricing is saved at the time of Take-Off Template creation. If your pricing has changed in QuickBooks, update the Parts in your Template by relinking them using the above steps.
If I edit or rename the Measurement in Groundplan, will it automatically update my part in QuickBooks?
If I edit or rename the Measurement in Groundplan, will it automatically update my part in QuickBooks?
Renaming measurements on Groundplan will not send the updated name to QuickBooks. These names will only appear in Groundplan on the Stage, Worksheet, Quantities, Take-off Templates and on the Legend.
If I add Additional Parts to a Measurement, will this go through to QuickBooks as one line item?
If I add Additional Parts to a Measurement, will this go through to QuickBooks as one line item?
No, unfortunately not.
When adding Additional Parts and Labour into Measurements, these items are sent to QuickBooks as individual line items.
Why won't my Additional Items and Additional Labour save in my Template when I use Copy to New Template?
Why won't my Additional Items and Additional Labour save in my Template when I use Copy to New Template?
Unfortunately, these are for the Stage only and will not be saved in a Take-off Template.
If you regularly need to add Additional Items and Additional Labour to a Stage, consider saving these separately into a Take-off Template, then apply to the Project from the Worksheet and adjusting the totals.
If I import all my Measurements using the CSV upload option with the same part numbers and descriptions, will they automatically link to my QuickBooks Items?
If I import all my Measurements using the CSV upload option with the same part numbers and descriptions, will they automatically link to my QuickBooks Items?
No, unfortunately not.
Measurements will need to be manually linked to QuickBooks Items. Follow the GIF above for the steps.