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