Manually link customers, vendors, or employees
If a customer, vendor, or employee exists in both systems but with slight differences in spelling the records must be manually linked. For example, Silicon Technologies, Inc. and Silicon Technologies or John M. Smith and John Smith. This ensures that transactions such as change orders (COs) or prime invoices can be posted correctly.
Manual linking serves as an alternative to Auto Linking when the names do not match exactly.
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Manual linking does not synchronize or update address or phone details. It only connects the records between the two systems.
- Go to Accounting Link and select the Contact Management tab.
- Select Manually Link Customer / Vendors in the Manually Link section.
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In the Sage CM Customer field, enter at least three characters of the company name.
The dropdown will automatically suggest matching results.
- Select the Sage Construction Management company that needs to be manually linked from the dropdown.
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Similarly, enter at least three characters in the QuickBooks Customer or QuickBooks Vendor field and select the matching company from the dropdown.
- Select Link Customer.
- Go to Accounting Link and select the Contact Management tab.
- Select Manually Link Employees in the Manually Link section.
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In the Sage CM Employee field, enter at least three characters of the employee name.
The dropdown will automatically suggest matching results.
- Select the Sage Construction Management employee that needs to be manually linked from the dropdown.
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Similarly, enter at least three characters in the QuickBooks Employee field and select the matching employee from the dropdown.
- Select Link Employee.