Export Sage Construction Management customers, vendors, or employees
About exporting customers, vendors, and employees
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Only active Sage Construction Management companies referenced in the following transactions will appear in the export list:
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Export as customers:
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Approved prime contract
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Export as vendors:
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Approved bill
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Approved sub invoice
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The AccountingLink checks whether the customer or vendor already exists in QuickBooks Online (QBO) by using the company name as the matching criterion. If a match is found, the records in both systems are automatically linked.
Export customers and vendors
- Go to Accounting Link and select the Contact Management tab.
- Select Export Customers & Vendors in the Export to QuickBooks Online section.
- Optionally, use the search field to filter the customers and vendors.
- Select one or more customers or vendors from the list.The To Be Exported As column shows whether the record will be exported as a customer or a vendor.
- Select Post Selected.
Export employees
- Go to Accounting Link and select the Contact Management tab.
- Select Export Employees in the Export to QuickBooks Online section.
- Optionally, use the search field to filter the employees.
- Select one or more employees from the list.
- Select Post Selected.