Link a project and prime contract manually

If a project has been manually entered in both Sage Construction Management and QuickBooks Online (QBO), the project and its prime contract must be manually linked to the corresponding customer and sub-customer in QBO. This ensures that transactions can be exported correctly.

1. Go to Accounting Link and select the Projects tab.
2. Select Manually Link Projects | Primes in the Manually Link section.

3. In the Sage CM Project field, enter at least three characters of the project or prime contract number.

   The dropdown will automatically suggest matching results.

4. Select the Sage Construction Management project and prime contract that needs to be manually linked from the dropdown.

5. Similarly, enter at least three characters in the QuickBooks Customer: Job field and select the matching customer and job from the dropdown.

6. Select Link Project.