Troubleshoot prime invoice sync errors

1. In Sage Construction Management, open the prime invoice.
2. In the Financial and Retainage Summary section, select View Retainage Summary By Job Cost Code.

3. In the Retainage Summary By Job Cost Code section, make sure the correct tax code is selected for each job cost code.

   Tax codes on the prime invoice are applied based on the default tax code defined in the Job Cost Code table.

4. Save your changes, if any.

Relink the Sage Construction Management client referenced on the prime contract with the QuickBooks customer.

1. Open the AccountingLink utility.
2. In the Advanced Utilities section, select Manually Link Company.
3. Relink the Sage Construction Management company with the QuickBooks customer.

Relink the Sage Construction Management prime contract with the customer:job in QuickBooks.

1. Open the AccountingLink utility.
2. In the Advanced Utilities section, select Manually Link Project.
3. Relink the Sage Construction Management project prime contract number with the customer:job in QuickBooks.

Re‑export the prime invoice to verify that the issue has been resolved.

1. Open the AccountingLink utility.
2. In the Sync Sage Construction Management with QuickBooks section, select Sync.
3. Export the prime invoice.

If the error persists, verify that your Sync Preferences are configured correctly.

1. Open the AccountingLink utility.
2. Select Sync Preferences.
3. In the Accounts Receivable section, do the following:
   1. Review how the job cost codes used on the prime invoice map to QuickBook service items based on the Job Cost Code Link property.
   2. Review if retainage is tracked in QuickBooks.
4. In the Tax Code section, make sure that the Sage Construction Management and QuickBooks tax codes are linked one-to-one.
5. Save your changes, if any.

Next step: Try exporting the prime invoice again to confirm that the issue is resolved.