AccountingLink for QuickBooks Desktop

The AccountingLink for QuickBooks Desktop utility is the bridge between Sage Construction Management and the desktop versions of QuickBooks. This link utility eliminates duplicate data entry and maintains consistency across an organization.

Review Items Prior to Installation

Installation Related

• Intuit QuickBooks Desktop Compatibility
  • Intuit QuickBooks Desktop - Pro Edition - 2021 to 2023 (US, Canada and UK)
  • Intuit QuickBooks Desktop - Premier Edition - 2021 to 2023 (US, Canada and UK)
  • Intuit QuickBooks Desktop - Enterprise Edition - 21.0 to 23.0 (US, Canada and UK)
• Installation Instructions
• Installing the AccountingLink Utility on a Remote Desktop or Hosted Service
• Changing the QuickBooks Desktop File Reference within the AccountingLink
• Migrating From QuickBooks Online to QuickBooks Desktop

AccountingLink for QuickBooks Desktop Integration and Functions

• Integration Overview
  • Business Process Diagram (PDF)
  • Help Topic
• Sync Preferences
• Sync Wizard
• Sync Troubleshooting
• Update Deposit and Payment Information in Sage Construction Management
• Import Active Vendors, Employees and Tax Codes
• Autolink Customers, Vendors and Employees based on Name
• Advanced Utilities