Import Active Tax Codes from QuickBooks

Important Things To Know

• Only Active QuickBooks Tax Codes can be imported into Sage Construction Management.
• Tax Groups will be imported as a single tier code so it will not appear as a two tier structure like in QuickBooks.

Instructions

1. On the Link Main Menu, navigate to the Import/Auto Link section.
2. Check the 'Import Active Tax Codes' option.
3. Click the 'Import / AutoLink' button within the section.
4. Click Ok when prompted to import / auto link records. This process may take some time depending on the options checked and number of records that are in both systems.

To Review Tax Codes in Sage Construction Management After Import

1. Log in to Sage Construction Management as an Administrator.
2. Click Settings at the top of the Main Menu.
3. Click Organization tab.
4. Click Tax Codes sub-tab.