Once Integrated, begin using Intuit QuickBook products to Count and Measure Lengths or Areas on Plans.

Measurement Choices

Groundplan Part: Use this option if the item doesn't exist in the Intuit QuickBooks Account (becomes a sales item)

QuickBooks Item: Choose individual items from Intuit QuickBooks

QuickBooks Bundle: Select pre-created groups of supplies, known as Bundles

Within a Stage, click +Count, +Length or +Area
The Stage name appears in the description field within the Quote
Select a Measurement Part Type
Complete the remaining fields
Click Create, if additional Parts and Labour are required, click Create & Add More Parts

	Groundplan Part	QuickBooks Item	QuickBooks Bundle
Group	N/A	Optional to select	Optional to select
Choose Item Search	N/A	Part No. or Name	N/A
Item or Bundle Search	N/A	Type 3 letters to begin	Type 3 letters to begin
Search Results	N/A	Click to Select result	Click to Select result
Part No	Optional	N/A	N/A
Description	Required	N/A	N/A
Unit of Measure	Required	N/A	N/A
Unit Cost	Optional	N/A	N/A
Markup %	Optional	N/A	N/A
Unit Price	Optional	N/A	N/A
Style Options	Optional	Optional	Optional

More information on Measurement Types can be found in the following articles:

Adding Parts and Labour to a Measurement

When aCount, Length or Area is created on a Plan, additional Parts and Labour can be quantified at the same time. Parts can be added to a Measurement at any time.

Understanding Groundplan's Supported References will assist in quantifying the required Parts and/or Labour for the Measurements.

Supporting References

Support References relate directly to elements on the Plan and can be used in conjunction with an Excel-type Formula to calculate Parts and Labour for Groundplan Parts, QuickBook Items and Bundles. Each Formula must contain a Supported Reference/s to be accepted.

Formula follows the PMDAS Rule: Parentheses (brackets) first followed by multiplication, division, addition, then subtraction. Calculations are prioritised within the brackets.

The below image displays how the main Supported References correspond to a Plan:

More detailed information about Formulas with examples are provided in our article Using Formulas in Groundplan here.

Adding Parts on Measurement Creation

Multiple Parts added to the Measurement will not push through to QuickBooks as a bundle. They will go through to the Quote as separate line items.

Create Measurement and click Create & Add More Parts
Click +Part, select Measurement Part Type and complete
(If required) Rename the Measurement
Renaming the Measurement remains in Groundplan only
(If renamed) Click Save

📝Note: Explanation: The Measurement is counting a downlight on the Plan and also quantifying a surface socket and 8m of cable.

Adding Labour on Measurement Creation

Labour added within Groundplan will be sent to Intuit QuickBooks as Sales line item.

Create Measurement and click Create & Add More Parts
Click +Labour
Complete Description (Optional fields - Unit of Time, Unit Cost, Markup %, Unit Price, Formula and Labour conversions.)
If the Description turns blue with a link sign, the Labour is Grouping with others in the same Stage
Click Save

This example shows an hour of labour is allowed to install a double power outlet.

Additional Items and Labour

On the Worksheet tab, Additional Items and Labour can be added to individual Stages. These are items not usually populated on the Plan and not accounted for in Bundles or Measurements but required in the Quote inside QuickBooks. Examples include but are not limited to sundries, travel or equipment hire and extra contractor hire.

Additional Items: Choose from Groundplan Part, QuickBooks Item or QuickBooks Bundle.

Frequently Asked Questions

Can I create QuickBook Bundles within Groundplan?

No, unfortunately not.

Having multiple QuickBook Items as Parts will not create a Bundle in QuickBooks. They will push to QuickBooks as single Items.

Bundles must be built in QuickBooks.

I have used the same QuickBooks Item under multiple Groundplan Measurements, why can I only see it once in my QuickBooks Quote?

They have Grouped together. The same QuickBooks Item and/or Bundle appearing under multiple Measurements in the same Stage will group together when pushed to a Quote.

For example: Using a commercial downlight kit (including cable and labour allowance) under two Measurements in the same Stage will Group together: