Manually Link a Project | Prime Contract to a QBO Customer | Sub Customer

If a Project (aka QBO Customer | Sub Customer) was manually entered in Sage Construction Management and QBO, then these records will need to be linked so transactions can be exported.

Instructions

1. Click the Projects tab on the AccountingLink Main Menu
2. Navigate to the 'Manually Link' section and click 'Manually Link Projects | Primes'.
3. In the form, enter 3 characters of the Sage Construction Management project number. The drop-down will auto filter based on the text entered.
4. Select the Sage Construction Management Project #-Prime Contract # that needs to be manually linked.
5. Likewise, enter 3 characters in the QBO Customer | Sub Customer drop-down to filter.
6. Select the corresponding QBO Customer | Sub Customer.
7. Click the 'Link Project' button at the bottom of the form.