AccountingLink for QuickBooks Online - Import Selected QBO Employees

Important Things To Know

  • Only Active Employees in QBO can be imported into Sage Construction Management.
  • Tax Ids can not be imported from QBO because of security reasons.
  • The AccountingLink will check if the employee exists already in Sage Construction Management by using the employee name as the filter criteria. If it does, then records in both systems will be auto linked.

Instructions

  1. Click the Contact Management tab on the AccountingLink Main Menu
  2. Navigate to the 'Import from QB Online' section.
  3. Click the 'Import Selected Employees' link within the section.
  4. Optional: Enter some text into the Search field to filter the employee listing.
  5. Select one or more employees.
  6. Click the 'Import Employees' button in the footer.