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.

AccountingLink integration with QuickBooks Desktop

• Integration overview

Items to review before installation

• Data setup overview
  • Import CSI and NAHB Codes into QuickBooks Desktop Pro, Premier, Enterprise
  • Track retainage in QuickBooks Desktop
  • Map Sage Construction Management cost codes to a single QuickBooks service item

• Sage Construction Management data setup recommendations

• Awarded project with Intuit QuickBooks integration

• FAQs

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)

AccountingLink for QuickBooks Desktop setup

• Select one of the following methods depending on your setup:
  • Install the AccountingLink utility for QuickBooks Desktop on a local workstation or server
  • Install the AccountingLink utility for QuickBooks Desktop on a remote desktop or hosted service
• Set the Sync Preferences
• Change the QuickBooks Desktop file reference in the AccountingLink
• Migrate from QuickBooks Online to QuickBooks Desktop

AccountingLink for QuickBooks Desktop functions

• Primary AccountingLink functions:

  • Sync Wizard
  • Sync troubleshooting

• Other functions:

  • Update the deposit and payment information in Sage Construction Management
  • Import active vendors, employees, and tax codes
  • Autolink customers, vendors, and employees based on name
  • Advanced functions