Deposit and Payment Status

After project transactions have been exported from Sage Construction Management, accounting staff will need to process payments and deposits in QuickBooks for these transactions. The Payment button within the Sync section will look at transactions from Vendor Bills, Subcontractor Invoices, and Prime Invoices (see below) that are less than 180 days old and report back to Sage Construction Management the payment or deposit status. This information will be shown in transaction detail forms and applicable financial dashboards.

Note: Payment information cannot be synchronized when switching accounting systems, as the ID values differ in each system.

Transaction Types

Exported Sage Construction Management Transaction	QuickBooks Transaction Created	QuickBooks Payment or Deposit
Bill	Bills	Payment (via Check)
Sub Invoice	Bill	Payment (via Check)
Prime Invoice	Invoice	Bank Deposit

Bills or Miscellaneous Expenses that are exported as Credit Card or Check transactions will not have payment status information in Sage Construction Management.