Import Active Vendors from QuickBooks

Important Things To Know

• Only Active QuickBooks Vendors can be imported into Sage Construction Management.
• The Vendor Display Name in QuickBooks will become the Sage Construction Management Company Name.

Instructions

1. On the Link Main Menu, navigate to the Import/Auto Link section.
2. Check the 'Import Active Vendors' 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.