Deposit and payment status
After project transactions are exported from Sage Construction Management, accounting staff must process related payments and deposits in QuickBooks Desktop.
The Payment function under the Sync section reviews vendor bills, subcontractor invoices, and prime invoices that are less than 180 days old, then updates Sage Construction Management with payment or deposit status. This status appears in transaction detail forms and relevant financial dashboards.
Payment information cannot be synchronized when switching accounting systems because ID values differ between systems.
Supported transaction types
| Exported Sage Construction Management transaction | QuickBooks transaction created | QuickBooks payment or deposit |
|---|---|---|
| Bill | Bills | Payment (through check) |
| Sub invoice | Bill | Payment (through 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.