Sage Construction Management data setup suggestions

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

Lock transactions in Sage Construction Management after export

To avoid discrepancies between the two systems, you can configure Sage Construction Management to lock transactions automatically after they have been exported to QuickBooks Online.

To enable this setting, go to Settings > Company Settings > Global Settings > Transaction Locking and configure Sage Construction Management to automatically lock exported transactions.

Export rules for bills using bill types

To add bill types in Sage Construction Management, go to Settings > Feature Settings > Procurement.

After bill types have been configured, set the corresponding export rules in the Sync Preferences section of AccountingLink to control how each bill type is handled during export to QuickBooks Online.

Export labor timecards - Payroll items

If labor timecards are being exported to QuickBooks Online, it's essential that payroll items are properly matched and linked between both systems.

To add payroll items in Sage Construction Management, go to Settings > Feature Settings > Time & Expenses.

To link payroll items in AccountingLink, go to the Sync Preferences and configure the appropriate mappings.

Tax codes

You can either import sales tax codes in Sage Construction Management from QuickBooks or add them manually. Rates for each cost code must be consistent across both systems; otherwise, discrepancies may occur in the total amount when transactions are exported from Sage Construction Management to QuickBooks Online.

To add tax codes in Sage Construction Management, go to Settings > Feature Settings > Taxation.

To link tax codes in AccountingLink, go to the Sync Preferences and configure the appropriate mappings.

The AccountingLink for QuickBooks Online currently does not support QuickBooks Online's Auto-Calculate Sales Tax feature. As a result, the default tax code in Sage Construction Management's job cost code (JCC) listing, along with tax code references in the JCC summary tables of prime and sub invoices, must be removed to prevent export errors.

Sage Construction Management project cost codes

Project cost codes or internal division codes in Sage Construction Management must match the service items in QuickBooks Online.