AccountingLink for QuickBooks Online - View Exported Customers

Important Things To Know

• Customers can be Unlinked in the Exported View. This may be applicable if a Sage Construction Management Company was manually linked to the wrong QBO Customer or Vendor.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Exported' section.
3. Click the 'View Exported - Customers' link within the section.
4. Optional: To Unlink Customers
   1. Select the Customer to be unlinked by clicking the checkbox on the left
   2. Click the 'Unlink' button below the grid