AccountingLink for QuickBooks Online - Projects Tab Functions
Sage Construction Management Project | Prime Contracts and QBO Customers | Sub Customers Overview
When Sage Construction Management is integrated with QuickBooks Online (QBO), it is technically the Prime Contract that is exported via the AccountingLink Sync Wizard. This will create the Customer and Sub Customer in QBO. In cases where the Customer and/or Sub Customer was entered in both systems may be by accident, the Prime Contract should be linked manually to prevent duplicates. A Prime Contract can also be unlinked if it needs to be re-exported or manually linked to a different job. All of these functions can be done in the Projects Tab as listed below.
Export Logic via the Sync Wizard:
- Customer Referenced on an Approved Sage Construction Management Prime Contract = QBO Customer
- Sage Construction Management Project #-Prime Contract # = QBO Sub Customer