FAQ for the Sage Construction Management integration with QuickBooks Desktop

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.

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:

1. Open the Vendor Center in QuickBooks.

2. Right-click on the column headers in the vendor list and select Customize Columns.

3. In the Available Columns list, scroll down and select Company.

4. Select Add to move it to the Chosen Columns list on the right.

5. With the Company field selected, select Move Up until it appears just below the Name field.

6. Select OK to apply the changes.

7. 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.