AccountingLink for QuickBooks Desktop (Pro, Premier and Enterprise) - System Requirements and Installation Instructions

System Requirements

  • Operating System: Microsoft 10, 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://)

Installing the Microsoft .NET Framework 4.7.2

The steps listed below are not needed if a higher version (i.e. 4.7.2) of the Microsoft .NET Framework is already installed.

  1. Click Start | Windows Update or Open Internet Explorer and click Tools | Window Update
  2. Click Custom Install: High Priority and Optional Updates for Your Computer
  3. If Microsoft .NET Framework 4.7.2 or Service Packs are listed then download/install them.

To manually download Microsoft .Net 4.7.2, click here.

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Company Settings | Profile and navigate to the External Applications section.
  4. Select 'Intuit QuickBooks' for the Accounting Application.
  5. Click the Save button.

QuickBooks Desktop Data Setup Recommendations

QuickBooks Data Setup Recommendations

To Download and Install the AccountingLink For QuickBooks Desktop Application

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.

Download and Install AccountingLink for QuickBooks Desktop: Click Here

Setup AccountingLink for QuickBooks Desktop

  1. After installing, open QuickBooks Desktop Pro, Premier or Enterprise in single user mode as an Administrator.
  2. Open the AccountingLink For QuickBooks Desktop application (Start | All Programs | Sage Construction Management | AccountingLink for QuickBooks).
  3. Enter the login information for Sage Construction Management (i.e. Company ID, User Name, and Password).
    Important: The User accessing the AccountingLink must be assigned either the Administrator or Financial Admin security role.
  4. If no connection is listed then click the 'New Connection' button. This will open the Sync Preferences form automatically. If the form does not fully load and the percent status pauses at some value, switch over to QuickBooks Desktop. It may be prompting you to grant the AccountingLink access rights to your file. See image in section below.
  5. If the connection is successful, a popup form will appear allowing you to import active vendors, employees and auto linking. The latter option is applicable if records exist in both systems. Importing and/or auto linking can also be done later if contact records in QuickBooks Desktop need to be updated such as archiving employees who no longer work for the firm.
  6. After importing and/or auto linking, click the Sync Preferences button on the main menu.
  7. Update ALL Sync Preferences. This is required prior to running the Sync Wizard.
  8. Click the 'Save' button at the bottom of the Sync Preferences form.

Granting the AccountingLink Access Rights to the QuickBooks Desktop File