Manually Link A Company in Sage Construction Management and QuickBooks

If a customer or vendor was manually entered in both Sage Construction Management and QuickBooks, then these records will need to be linked so transactions such as bills or invoices can get exported. The instructions listed below outline how to manually link a company. This is an alternative method to Auto Linking.

Instructions

1. On the Link Main Menu, navigate to the Advanced Utilities section.
2. Click the Manually Link Company button.
3. In the form, select or enter the Sage Construction Management Company name. The drop-down will auto filter based on the text entered.
4. Select the corresponding Customer or Vendor in QuickBooks.
5. Click the Link Company button at the bottom of the form.