Sync Preferences - Accounts Payable - Bill Type Linking Rules

Sage Construction Management Bills can be categorized using Types that are used for grouping and filtering purposes. From a AccountingLink perspective, these Types can also determine how Bills should be exported to QuickBooks Online. Below are the actions available for each Bill Type.

• Do not export
• Export to Bills
• Export as Credit Card Purchase (with option to set Default Credit Card)
• Export as Check Purchase (with option to set Default Bank/Checking Account)
• Export as Cash Purchase

Scenario where Bills are exported as Cash Purchase

For this scenario, an account should be setup in QBO for "Cash on Hand" and that is selected when selecting this type of export option.

Bills With Negative Totals

Bills that have a negative (-) total will appear as a credit in QuickBooks Online.

Where can Bill Types be setup in Sage Construction Management?

Bill Types can be setup in Sage Construction Management / Settings / Feature Settings / Procurement.