Sage Construction Management data setup suggestions

The following settings in Sage Construction Management can affect how data is synced between the two systems.

Lock transactions in Sage Construction Management after export

To avoid discrepancies between the two systems, transactions in Sage Construction Management can be locked automatically after they have been exported to QuickBooks.

To enable this setting, go to Settings > Company Settings > Global Settings > Transaction Locking and configure Sage Construction Management to automatically lock exported transactions.

Export rules for bills using bill types

To add bill types in Sage Construction Management, go to Settings > Feature Settings > Procurement.

After bill types have been configured, set the corresponding export rules in the Sync Preferences section of AccountingLink to control how each bill type is handled during export to QuickBooks.

Export labor timecards - Payroll items

If labor timecards are being exported to QuickBooks, it's essential that payroll items are properly matched and linked between both systems.

To add payroll items in Sage Construction Management, go to Settings > Feature Settings > Time & Expenses.

To link payroll items in AccountingLink, go to the Sync Preferences and configure the appropriate mappings.

Tax codes

You can either import sales tax codes in Sage Construction Management from QuickBooks or add them manually. Rates for each cost code must be consistent across both systems; otherwise, discrepancies may occur in the total amount when transactions are exported from Sage Construction Management to QuickBooks.

To add tax codes in Sage Construction Management, go to Settings > Feature Settings > Taxation.

To link tax codes in AccountingLink, go to the Sync Preferences and configure the appropriate mappings.

Sage Construction Management project cost codes

Project cost codes or internal division codes in Sage Construction Management must match the service items in QuickBooks.