Install AccountingLink for QuickBooks Desktop (Pro, Premier and Enterprise)

Before you begin

• System requirements:

  • Operating System: Microsoft Windows 10, Microsoft Windows 11, or Windows Server 2012 R2 or later
  • Microsoft .NET Framework 4.7.2 or higher
  • Screen Resolution:
    • 1024 x 768
    • Font Size: 100%
  • Internet Ports Open: 80 (http://) and 443 (https://)
• Review the QuickBooks data setup recommendations.
• By downloading and installing the AccountingLink for QuickBooks Desktop utility, you acknowledge that you have read and agree to theSage Construction Management End User License Agreement for Software.

Install the Microsoft .NET Framework 4.8

1. Download Microsoft .Net 4.8 from the official Microsoft download page here.

2. Run the installer and follow the prompts.

3. Restart your computer if prompted.

Update the Sage Construction Management settings

1. Log in to Sage Construction Management as an Admin.

2. Select Settings () > Company Settings > Profile.
3. In the External Applications Being Used section, select Intuit QuickBooks in the Accounting System dropdown.
4. Select Save.

Download and install the AccountingLink for QuickBooks Desktop application

1. Download the AccountingLink for QuickBooks Desktop here.

2. Select Install.

3. Go to your downloads folder and run the setup.exe file.

4. Follow the prompts to install the application.

Set up AccountingLink for QuickBooks Desktop

1. Open QuickBooks Desktop Pro, Premier or Enterprise in single user mode as an Administrator.
2. Open the AccountingLink for QuickBooks Desktop application.
3. Enter the log in credentials, that is the company ID, username, and password, for Sage Construction Management.
   To access the AccountingLink, users must be assigned either the Administrator or Financial Admin security role.
4. If no connection is listed, select New Connection.

   The Sync Preferences form opens automatically. If the form does not fully load and the progress bar stalls at a certain percentage, switch to QuickBooks Desktop, as it may be prompting you to grant AccountingLink access to your company file.

5. If the connection is successful, a dialog will appear, where you can select to import active vendors and employees, and optionally enable auto-linking.

   The auto-linking feature is applicable when matching records already exist in both systems.

   You can also import and auto-link vendors and employees later. For example, if you need to update contact records in QuickBooks Desktop, such as archiving employees who are no longer with the firm.

6. After importing and/or auto linking vendors and employees, select Sync Preferences and update all the preferences as needed.
   It's required to update the Sync Preferences before running the Sync Wizard.
7. Select Save.