Sage Construction Management Data Setup Suggestions

Below are settings within Sage Construction Management that can impact how data is synced between the two systems.

Locking Transactions in Sage Construction Management After Export

To avoid descrepancies between the two systems, Sage Construction Management transactions can be locked automatically after they have been exported to QuickBooks Online.

Security Setting in Sage Construction Management: Settings | Company Settings | Global Settings | Transaction Locking

Export Rules For Bills Using Bill Types

Adding Bill Types in Sage Construction Management: Settings | Features Settings | Procurement

Setting Export Rules within AccountingLink: Sync Preferences

Exporting Labor Timecards - Payroll Items

If Labor Timecards will be exported to QuickBooks Online, then Payroll Items need to match in both systems and be linked.

Adding Payroll Items in Sage Construction Management: Settings | Features Settings | Time and Expenses

Linking Payroll Items in AccountingLink: Sync Preferences

Tax Codes

Sales tax codes in Sage Construction Management can be imported from QuickBooks Online or added manually. Rates for each code must be the same otherwise there will be a discrepancy in the total when exporting transactions from Sage Construction Management to QuickBooks Online.

Adding Tax Codes in Sage Construction Management: Settings | Company Settings | Taxation

Linking Tax Codes in AccountingLink: Sync Preferences

The AccountingLink for QBO utility does not currently support QBO's Auto Calc Sales Tax feature. Thus, the default tax code on the Sage Construction Management Job Cost Code (JCC) listing and tax code references in Prime and Sub Invoice's JCC summary table need to be removed otherwise export errors will occur.

Sage Construction Management Project Cost Codes

Sage Construction Management Project Cost Codes or Internal Division Codes should match Service Items in QuickBooks Online as shown in the images below.

Sage Construction Management

QuickBooks Online