Sync Wizard for QuickBooks Desktop

The Sync Wizard is a nine-step process that updates and exports records based on their status.

Below is an outline of each step.

1. The address, phone, and fax information is updated for customers and vendors that are linked in both systems. There is no export in this step.

   See more details on import, export, and sync scenarios for customers and vendors.

2. The address, phone, and email information is updated for employees who are linked. There is no export in this step.

3. Sage Construction Management customers are exported if they are referenced in prime contracts that are marked approved with a status date.

   Be sure to clear the checkbox to the left of the project/prime contract number if it should not be exported to QuickBooks. This also prevents transactions associated with those projects from being exported.

4. Sage Construction Management vendors referenced on bills and sub-invoices are exported. The wizard does a lookup on the vendor name to prevent duplicates in QuickBooks.
5. Sage Construction Management bills and sub-invoices are exported. This list shows only approved transactions that have prime contracts linked to a customer:job record in QuickBooks.
6. Sage Construction Management miscellaneous expenses are exported. This list shows only approved transactions that have prime contracts linked to a customer:job record in QuickBooks. If the payee is a company, the vendor is dynamically exported and linked in QuickBooks.
7. Sage Construction Management prime invoices are exported. This list shows only approved invoices that have prime contracts linked to a customer:job record in QuickBooks.
8. Sage Construction Management employees with approved labor timecards are exported. The wizard does a lookup on the employee name to prevent duplicates in QuickBooks.

9. Sage Construction Management approved timecards, including the hours and base cost rate, are exported. This list shows only approved labor timecards that have prime contracts linked to a customer:job record in QuickBooks.

   Be sure the Use time data to create paychecks checkbox is selected in employees' profile; otherwise, an error occur when exporting timecards. To verify this setting in QuickBooks, go to Employee Profile Form > Payroll Info tab.