FAQ for the Sage Construction Management integration with QuickBooks Desktop

Why does Sage Construction Management stop importing or syncing companies from QuickBooks before the full list of vendors is transferred to Sage Construction Management’s Contact Management module?

The Sage Construction Management AccountingLink will stop importing vendors from QuickBooks if it encounters a vendor that does not have a value in the Company Name field. Sage Construction Management’s Contact Management module relies on this field to complete the import process. If even one vendor misses a Company Name, the synchronization will halt.

To ensure a smooth import, make sure every vendor in QuickBooks has both a Vendor Name and a Company Name, even if they are identical.

Why don’t the vendor company names in Sage Construction Management match the vendor names in QuickBooks Desktop?

Sage Construction Management maps the Company Name field from QuickBooks to its own Company Name field in Contact Management. It does not use the Vendor Name field from QuickBooks. This can cause discrepancies if the Company Name field in QuickBooks is blank or different from the Vendor Name.

To verify and add Company Names in QuickBooks Desktop:

Open the Vendor Center in QuickBooks.
Right-click on the column headers in the vendor list and select Customize Columns.
In the Available Columns list, scroll down and select Company.
Select Add to move it to the Chosen Columns list on the right.
With the Company field selected, select Move Up until it appears just below the Name field.
Select OK to apply the changes.
In the Vendor Center, you’ll see both the Vendor Name and Company Name side by side. Make sure that each vendor has a value in the Company Name field.

What’s the difference between linked and sync?

Linked and Sync describe two different ways Sage Construction Management works with QuickBooks.

Linking establishes a relationship between records in Sage Construction Management and QuickBooks. It maps two existing records so both systems know that they represent the same entity, such as a customer, vendor, or project. Linking does not transfer or update data. Instead, it helps prevent duplicate records and ensures transactions post to the correct record. For example, when a Sage Construction Management project is linked to a QuickBooks job, it no longer appears in the Sync Wizard because the relationship is already set.

Syncing updates data for records that are already linked. If the relationship exists, syncing keeps selected fields, such as address, phone number, or tax codes, consistent between the two systems. Syncing does not create new records, it only updates specific attributes for records that are already linked.

In summary, linking connects records in Sage Construction Management and QuickBooks so that they’re recognized as the same entity, without posting or updating data. Syncing then updates selected information to keep those linked records consistent across both systems.