Accounts Receivable (AR) tab functions

The Sage Construction Management Sync Wizard can automatically export prime invoices to QuickBooks Online (QBO) as invoices, provided that the prime contract is linked to a customer or sub-customer record.

However, there can be situations where:

• A transaction was accidentally entered manually in both systems and needs to be marked as exported to prevent duplicates.

• A client invoice must be unlinked so it can be re-exported after modifications.

All these actions can be managed within the Accounts Receivable (AR) tab, as outlined below.