Migrate from QuickBooks Desktop to QuickBooks Online

When migrating from QuickBooks Desktop to QuickBooks Online, it's best if existing projects are first closed in QuickBooks Desktop.

If that's not possible, follow the steps below after you complete the migration to QuickBooks Online.

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

AccountingLink appears on the menu.

Unlink prime contracts

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

  1. Go to Projects.

  2. Select the project.

  3. On the Project menu under Client Contract Admin, select Prime contracts.

  4. Select the prime contract.

  5. In the Accounting status section, select Unlink transaction.

Repeat these steps for any other active prime contracts for which transactions will be sent to QuickBooks Online.

Relink prime contracts

Relink the active prime contracts that you unlinked in the previous section.

  1. Log in to the AccountingLink as an Administrator or Financial administrator.

  2. Go to the Projects tab.

  3. Select Manually link projects | Primes.

  4. Relink the prime contracts with the QuickBooks Online customer:sub-customer records.

New approved transactions will appear in the AccountingLink Sync wizard.