Advanced Utilities

Customers and Vendors

Employees

Project / Prime Contracts

When Sage Construction Management is integrated with QuickBooks, it is technically the Prime Contract not the Project that is exported via the AccountingLink Sync Wizard for the purpose of creating the Customer and Job record. In cases where the job has already been entered in QuickBooks, the Prime Contract needs to be linked manually to prevent duplicates. A Prime Contact can also be unlinked if it needs to be re-exported or manually linked to another job. All of these functions can be done in the Advanced Utilities area.

AP - Bills and Sub Invoices

The Sage Construction Management Sync Wizard can automatically export Bills and Sub Invoices to QuickBooks' Bills, Credit Card or Check feature if the Prime Contract has been linked to a Customer:Job record. However, there can be scenarios where a transaction has been entered manually in both systems by accident and would need to be 'Marked As Exported' to avoid duplicates or a transaction needs to be unlinked so it can be exported again if modifications are required.

AP - Employee Misc. Expenses

The Sage Construction Management Sync Wizard can automatically export Employee Miscellaneous Expenses to QuickBooks' Credit Card or Check feature if the Prime Contract has been linked to a Customer:Job and the Employee is linked. Like Bills and Sub Invoices, there can be scenarios where these types of transactions have been entered manually in both systems by accident and would need to be 'Marked As Exported' to avoid duplicates or a transaction needs to be unlinked so it can be exported again if modifications are required.

AR - Prime Contract Invoices

Typically, Prime Contract Invoices (aka client invoices) are entered by project managers and then later exported to QuickBooks' Invoice feature using the Sync Wizard. Like AP transactions listed above, Prime Contract Invoices may need to be unlinked or marked as exported depending on the scenario.

Time Tracking