Important Things To Know

  • Project | Prime Contracts can be Unlinked in the Exported View. This may be applicable if a Sage Construction Management Project | Prime Contract was manually linked to the wrong QBO Customer | Sub Customer.

Instructions

  1. Click the Projects tab on the AccountingLink Main Menu
  2. Navigate to the 'Project | Prime Contract Status' section.
  3. Click the 'View Projects | Primes - Exported' link within the section.
  4. Select the Project | Prime Contract to be unlinked by clicking the checkbox on the left
  5. Click the 'Unlink Selected Records' button below the grid