Migrate from QuickBooks Desktop to QuickBooks Online

When migrating from QuickBooks Desktop to QuickBooks Online, it's recommended to close all existing projects in QuickBooks Desktop before starting the migration.

If closing projects beforehand isn't feasible, complete the migration first, then follow the steps below to manage your projects in QuickBooks Online.

Configure AccountingLink with QuickBooks Online

1. In Sage Construction Management, select Settings > Company Settings > Profile.
2. In the External applications section, select Intuit QuickBooks Online in the Accounting system field.
3. Select Save.
4. Log out of Sage Construction Management.
5. Close and reopen your browser.
6. Log in to Sage Construction Management.

The Accounting Link module appears on the menu.

Configure the sync preferences and link customers, vendors, and employees

1. Go to the Accounting Link and select Sync Preferences.

2. Update all the fields as needed and select Save&Close.

3. Select the Contact Management tab.

4. Link customers and vendors as follows:

   1. In the Autolink based on exact match section, select Autolink Customers and Vendors > Ok .

   2. In the Exported section, select View Exported Customers and View Exported Vendors to review the corresponding linked customer and vendor records.

   3. If a customer or vendor has not been linked, do the following:

      1. In the Manually Link section, select Manually Link Customer / Vendors.

      2. Select the Sage CM Company.

      3. Select the corresponding QuickBooks Customer or Vendor that must be linked to the Sage Construction Management company.

      4. Select Link Customer.

   4. After all customers and vendors have been linked, in the Sync Address & Phone section, select Sync Linked Customers & Vendors to synchronize the information of linked records across both platforms.

5. Link employees as follows:

   1. In the Autolink based on exact match section, select Autolink Employees > Ok .

   2. In the Exported section, select View Employees to review the linked employee records.

   3. If an employee has not been linked, do the following:

      1. In the Manually Link section, select Manually Link Employees.

      2. Select the Sage CM Company.

      3. Select the corresponding QuickBooks Employee that must be linked to the Sage Construction Management employee.

      4. Select Link Customer.

   4. After all employees have been linked, in the Sync Address & Phone section, select Sync Linked Customers & Vendors to synchronize the information of linked records across both platforms.

Unlink prime contracts

Unlink any active prime contracts that are linked to QuickBooks Desktop customer:jobs records.

1. For each active prime contract that will have transactions sent to QuickBooks Online, do the following:

   1. Go to Projects and select the appropriate project in the Quick Select section.

   2. On the Project Home page, select Prime Contracts in the Client Contract Admin section.

   3. Select the prime contract.

   4. In the Accounting Status section, select Unlink Transaction.

Relink prime contracts

Relink the active prime contracts that you previously unlinked.

1. For each active prime contract that will have transactions sent to QuickBooks Online, do the following:

   1. Log in to Sage Construction Management as an Administrator or Financial Administrator.

   2. Go to the Accounting Link and select the Projects tab.

   3. Select Manually Link Projects | Primes.

   4. Select the Sage CM Project and the relevant QuickBooks Customer: Job in the dropdowns.

   5. Select Link Project.

New approved transactions will appear in the AccountingLink Sync wizard.