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's no export in this step.

   Learn more about the customer and vendor import, export, and synchronization scenarios.

2. The address, phone, and email information is updated for employees who are linked.

   There's no export in this step.

3. Sage Construction Management customers are exported if they’re referenced in prime contracts that have been approved and include a status date.

   To prevent a project or prime contract from exporting to QuickBooks, clear the checkbox next to its number. Associated transactions are also excluded.

4. Sage Construction Management vendors referenced on bills and sub-invoices are exported.

   The wizard checks vendor names to prevent duplicate records in QuickBooks.

5. Sage Construction Management bills and sub-invoices are exported.

   This list displays only approved transactions linked to prime contracts that are associated with a customer:job record in QuickBooks.

6. Sage Construction Management miscellaneous expenses are exported.

   This list displays only approved transactions linked to prime contracts associated with a customer:job record in QuickBooks. If the payee is a company, the vendor is automatically exported to and linked in QuickBooks.

7. Sage Construction Management prime invoices are exported.

   This list displays only approved invoices linked to prime contracts associated with a customer:job record in QuickBooks.

8. Sage Construction Management employees with approved labor timecards are exported.

   The wizard checks employee names to prevent duplicate records in QuickBooks.

9. Sage Construction Management approved timecards, including the hours and base cost rate, are exported.

   This list displays only approved labor timecards linked to prime contracts associated with a customer:job record in QuickBooks.

   Ensure that the Use time data to create paychecks checkbox is selected in the employee’s profile. If this option is not enabled, an error occurs when exporting timecards. To verify this setting in QuickBooks, go to the Payroll Info tab on the employee profile form.