Import active tax codes from QuickBooks Desktop

Only tax codes marked as active in QuickBooks can be imported into Sage Construction Management.

Tax groups are imported as a single-tier code and do not retain the two-tier structure used in QuickBooks.

1. In the Import/Auto Link section, select the Import Active Tax Codes checkbox.
2. Select Import / AutoLink.
3. In the dialog, select Ok to confirm your action.

Next steps: Review the tax codes in Sage Construction Management after the import as follows:

1. Log in to Sage Construction Management as an Administrator.
2. Go to Settings () > Company Settings > Taxation.