AccountingLink for QuickBooks Online - Sync Overview

The Sync Wizard will identify new customers, vendors and related transactions that should be exported to QuickBooks Online. It will eliminate all the guess work and provide accounting staff complete control of what companies and transactions should be exported. Below is an outline of each Sync Wizard step.

  1. Export Sage Construction Management Customers referenced in Prime Contracts that are marked approved with a status date. In addition, the Project-Prime Contract Number will become the Sub Customer in QBO.
    Important: Be sure to uncheck the field to the left of the project / prime contract number if it should NOT be exported to QuickBooks Online (QBO). This will also prevent transactions (see steps below) associated with those projects from being exported.
  2. Export Sage Construction Management Vendors referenced on Bills and Sub Invoices. The AccountingLink utility will do a lookup on the vendor name to prevent duplicates in QBO.
  3. Export Sage Construction Management Bills and Sub Invoices. This list will show only approved transactions that have Prime Contracts linked to a Customer:Sub Customer record in QBO.
  4. Export Sage Construction Management Employee Miscellaneous Expenses. Like Bills and Sub Invoices, this list will show only approved transactions that have Prime Contracts linked to a Customer:Sub Customer record in QBO.
    Note: If the Payee is a company then the vendor will be exported/linked dynamically in QuickBooks Online.
  5. Export Sage Construction Management Prime Invoices. Similar to the expense transactions, this list will show only approved invoices that have Prime Contracts linked to a Customer:Sub Customer record in QBO.
  6. Export Sage Construction Management Employees that have approved Labor Timecards. The wizard will do a lookup on the employee name to prevent duplicates in QuickBooks Online.
  7. Export Sage Construction Management Approved Timecards including the hours and base cost rate. Similar to the expense and income transactions, this list will show only approved labor timecards that have Prime Contracts linked to a Customer:Job record in QuickBooks.