Import active vendors or employees from QuickBooks Desktop
Import Active QuickBooks Vendor
Only vendors marked as active in QuickBooks can be imported into Sage Construction Management.
- In the Import/Auto Link section, select the Import Active Vendors checkbox.
- Select Import / AutoLink.
- In the dialog, select Ok to confirm your action.
The vendor's display name in QuickBooks becomes the company name in Sage Construction Management.
Import Active QuickBooks Employee
Only employees marked as active in QuickBooks can be imported into Sage Construction Management.
Social security number and hire date information is imported when the fields are exposed. For more details, go to Company Preferences > Integrated Applications > AccountingLink for QuickBooks Properties in QuickBooks Desktop.
- In the Import/Auto Link section, select the Import Active Employees checkbox.
- Select Import / AutoLink.
- In the dialog, select Ok to confirm your action.
This process may take some time, depending on the selected options and the number of records in both systems.