AccountingLink for QuickBooks Online - Sync Error - Prime Invoices (AR)

The following items should be reviewed if a Prime Invoice can not be exported to QBO.


Step 1: Review Tax Code References on Prime Invoice

  1. Open Sage Construction Management
  2. Open Prime Invoice
  3. Scroll down and click Retainage/Holdback Summary by JCC link
  4. Make sure tax codes are referenced on far right (last column) for each Job Cost Code.
    Note: Tax codes are set in the Prime Invoice based on the default tax code referenced in the Job Cost Code table. See Contract Admin Module | Job Cost Codes listing.
  5. Be sure to save if changes are made.

Step 2: Relink Sage Construction Management and QBO Customer

  1. Open AccountingLink
  2. Click Contact Management tab
  3. Click Manually Link Customer / Vendors link
  4. Relink Sage Construction Management Client referenced on Prime Contract with QBO Customer

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 Prime Invoice

  1. Open AccountingLink
  2. Click Sync in the Sync tab
  3. Export Prime Invoice 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 AR section
  4. Review how Job Cost Codes referenced on Prime Invoice correlate to QBO Service Items based on the JCC Linking property.
  5. Review Prime Invoice Retainage properties if this is being tracked in QBO.
  6. Scroll down to Tax Codes section and make sure Sage Construction Management and QBO Tax Codes are linked one-to-one.
  7. Be sure to Save if any changes are made.
  8. Run Sync again and test exporting the Prime Invoice.