Link a company manually in Sage Construction Management and QuickBooks

If a customer or vendor was manually entered in both Sage Construction Management and QuickBooks, the records must be linked before bills or invoices can be exported. The instructions below explain how to manually link a company as an alternative to auto-linking.

1. In the Advanced Utilities section, select Manually Link Company.

2. In the Sage Construction Management Company field, enter at least three characters of the company name.

   The dropdown will automatically suggest matching results.

3. Select the Sage Construction Management company that needs to be manually linked from the dropdown.

4. Similarly, select the matching company or vendor from the QuickBooks dropdown.

5. Select Link Company.