Troubleshoot bill sync errors

If a bill fails to export to QuickBooks Online (QBO), there are several key areas that must be reviewed to identify and resolve the issue.

1. Relink the Sage Construction Management and QBO vendor as follows:

   1. Go to Accounting Link and select the Contact Management tab.
   2. Select Manually Link Customer / Vendors.
   3. Relink the Sage Construction Management company referenced on the bill with the QBO vendor.

2. Relink the Sage Construction Management project and prime contract with the QBO customer: sub customer as follows:

   1. Go to Accounting Link and select the Projects tab.

   2. Select Manually Link Projects | Primes.
   3. Relink the Sage Construction Management project and prime number with the QBO customer: sub customer.

3. Run the Sync Wizard to export the bill to QBO as follows:

   1. Go to Accounting Link and select the Sync tab.
   2. Select Sync.
   3. Select the bill from the list and select Post Selected.
   4. If an error occurs, review the Sync Preferences as follows:
      1. Go to Accounting Link and select Sync Preferences.
      2. Select the Accounts Payable (AP) tab.

      3. Check how the job cost codes on the bill line items align with QBO service items using the Job Cost Code Link Options setting.

      4. If the bill has tax, review the setting in the AP Sales Tax Item Preference section.

      5. Review the settings in the Bill Type Linking Preferences section.

      6. Save your changes, if any.

      7. Run the Sync Wizard again to export the bill to QBO.