Sync Preferences
It is important for accounting staff to review the AccountingLink Sync Preferences since this will determine how information flows from Sage Construction Management and QuickBooks. The links below provide details on each setting.
Note: To use the Sync Preferences, you need to log in to Sage Construction Management as an Admin.
Contact Management
Accounts Payable
- Default Credit Card and Checking Accounts
- Job Cost Codes AP Linking
- Bill Type Linking Rules
- Bill Memo Field Format Options
- Misc. Expense Payment Types Linking Rules
- Misc. Expense Memo Field Format Options
- Subcontract Invoice Retainage (i.e. Holdbacks)
- Subcontract Invoice Memo Field Format Options
Accounts Receivable
- Job Cost Codes AR Linking
- Prime Contract Invoice Retainage (i.e. Holdbacks)
- Prime Contract Invoice Memo Field Format Options