Import QuickBooks Online customers, vendors, or employees

About importing customers, vendors, or employees

Only active customers in QuickBooks Online (QBO) can be imported into Sage Construction Management.
In QBO, the Customer Display Name will match the Sage Construction Management company name.
AccountingLink checks for an existing customer in Sage Construction Management using the name as the matching criteria. If a match is found, the records in both systems are automatically linked.

Import selected customers

Go to Accounting Link and select the Contact Management tab.
Select Import Selected Customers in the Import from QuickBooks Online section.
Optionally, use the search field to filter the customers.
Select one or more customers from the list.
Select Import Selected.

Import selected vendors

Go to Accounting Link and select the Contact Management tab.
Select Import Selected Vendors in the Import from QuickBooks Online section.
Optionally, use the search field to filter the vendors.
Select one or more vendors from the list.
Select Import Selected.

Import selected employees

Go to Accounting Link and select the Contact Management tab.
Select Import Selected Vendors in the Import from QuickBooks Online section.
Optionally, use the search field to filter the employees.
Select one or more employees from the list.
Select Import Selected.

Import all active vendors

Go to Accounting Link and select the Contact Management tab.
Select Import All Active Vendors in the Import from QuickBooks Online section.
In the dialog, select OK to import the records.

This process might take some time depending on the number of records in both systems.

Import all active employees

Go to Accounting Link and select the Contact Management tab.
Select Import All Active Employees in the Import from QuickBooks Online section.
In the dialog, select OK to import the records.

This process might take some time depending on the number of records in both systems.