Advanced Utilities
When Sage Construction Management is integrated with QuickBooks, the prime contract, not the project, is exported through the AccountingLink Sync Wizard to create the Customer and Job record in QuickBooks.
If the job already exists in QuickBooks, the prime contract must be manually linked to the existing Customer:Job record to prevent duplicate records. A prime contract can also be unlinked if it needs to be re-exported or manually linked to a different job.
All of these actions are available in the Advanced Utilities area.
Project financial transactions must be entered in Sage Construction Management and then exported to QuickBooks.
Bills and subcontract invoices
When a prime contract is linked to a Customer:Job record, the Sage Construction Management Sync Wizard can export bills and subcontractor invoices to QuickBooks automatically using the Bill, Credit Card, or Check features.
In some scenarios, a transaction might be entered manually in both systems. To prevent duplicate records, the transaction can be marked as exported. Transactions can also be unlinked if they need to be modified and re-exported.
- Unlink a bill or subcontract invoice
- Mark a bill or subcontract invoice as exported so it cannot be exported to QuickBooks
- Remove a bill or subcontract invoice from the marked as exported list
Employee miscellaneous expenses
When a prime contract is linked to a Customer:Job and an employee is linked, the Sync Wizard can export employee miscellaneous expenses to QuickBooks automatically using the Credit Card or Check features.
As with bills and subcontract invoices, employee miscellaneous expenses might need to be marked as exported to avoid duplicates if they were entered manually in both systems. In addition, they can be unlinked to allow re-export after changes are made.
Similar to Accounts Payable transactions, all progress invoices must be entered in Sage Construction Management before being exported to QuickBooks.
Prime contract invoices
Project managers usually enter prime contract invoices (client invoices) and then export them to QuickBooks' Invoice feature using the Sync Wizard. Like Accounts Payable transactions, they might need to be unlinked or marked as exported based on the scenario.