Sync Overview

The Sync Wizard will identify new customers, vendors, and related transactions that should be exported to QuickBooks Online (QBO). 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 pontracts that are marked approved with a status date.

   In addition, the project/prime contract number will become the sub-customer in QBO.

   Make sure to select only the projects or prime contracts that should be posted to QBO. Transactions associated with any project or prime contract that is not selected will not be posted to Xero.

   Alternatively, you can export a prime contract to QBO using the Actions > Export to QuickBooks Online option on the prime contract's page.

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 QBO.

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 QBO.