Troubleshoot prime invoice sync errors

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

1. Review the tax code references on the prime invoice as follows:

   1. In Sage Construction Management, open the Prime Contract Invoice Information page.
   2. In the Financial and Retainage Summary section, select View Retainage Summary by Job Cost Code.
   3. Make sure that a tax code is selected for each job cost code.
      The default tax code assigned in the job cost code table determines the tax codes in the prime invoice.

   4. Save your changes, if any.

2. Relink the Sage Construction Management and QBO customer 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 prime contract with the QBO customer.

3. 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.

4. Run the Sync Wizard to export the prime invoice to QBO as follows:

   1. Go to Accounting Link and select the Sync tab.
   2. Select Sync.
   3. Select the prime invoice 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 Receivable (AR) tab.

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

      4. If retainage is tracked in QBO, review the settings in the Prime Invoice Retainage Preferences section.

      5. Select the Tax Codes tab and make sure that the Sage Construction Management and QBO tax codes are linked one-to-one.

      6. Save your changes, if any.

      7. Run the Sync Wizard again to export the prime invoice to QBO.