Link a project and prime contract to QuickBooks Customer:Job manually

If a project (Customer:Job) was manually entered in Sage Construction Management and QuickBooks, then these records will need to be linked so transactions can be exported.

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

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

   The dropdown will automatically suggest matching results.

3. Select the Sage Construction Management project and prime contract that needs to be manually linked from the dropdown.

4. Similarly, select the matching Customer:Job from the QuickBooks dropdown.

5. Select Link Project.