AccountingLink for QuickBooks Online - Sync Error - Misc Expenses (AP)

The following items should be reviewed if a Misc Expense can not be exported to QBO.


Step 1: Relink Sage Construction Management and QBO Employee

  1. Open AccountingLink
  2. Click Contact Management tab
  3. Click Manually Link Employee link
  4. Relink Sage Construction Management Employee referenced on Misc Expense with QBO Employee

Step 2: Relink Sage Construction Management and QBO Vendor

The steps listed below are only applicable if another company paid for the Misc Expense. Example: Payee Company is another firm.

  1. Open AccountingLink
  2. Click Contact Management tab
  3. Click Manually Link Customer / Vendors link
  4. Relink Sage Construction Management Payee Company referenced on Misc Expense with QBO Vendor

Step 3: Relink Sage Construction Management Project-Prime Contract with QBO Customer : Sub Customer

  1. Open AccountingLink
  2. Click Projects tab
  3. Click Manually Link Projects | Primes link
  4. Relink Sage Construction Management Project #-Prime # with QBO Customer: Sub Customer

Step 4: Run Sync and Export Misc Expense

  1. Open AccountingLink
  2. Click Sync in the Sync tab
  3. Export Misc Expense to see if an error occurs.

IF ERROR:


Step 5: Review Sync Preferences

  1. Open AccountingLink
  2. Click Sync Preferences link at top
  3. Navigate to AP section
  4. Review how the Job Cost Code referenced on the Misc Expense correlates to a QBO Service Item based on the JCC Linking property.
  5. If the Misc Expense has tax, review the Sales Tax Item reference.
  6. Review Misc Expense Payment Type Export Rules
  7. Be sure to Save if any changes are made.
  8. Run Sync again and test exporting Misc Expense.