Bill type linking sync preferences for Accounts Payable
Sage Construction Management bills can be categorized using types that are used for grouping and filtering purposes. From an AccountingLink perspective, these types can also determine how bills must be exported to QuickBooks Online. You have the following options for each bill type:
- Do not export
- Export to Bills
- Export as Credit Card Purchase
You have the option to set the default credit card.
- Export as Check Purchase
You have the option to set the default bank/checking account.
- Export as Cash Purchase
In certain workflows, bills might be exported to QuickBooks Online as cash purchases. For this scenario, you need to set up a dedicated account in QuickBooks Online for cash on hand. This account must then be selected when configuring the export option to ensure transactions are recorded accurately.
Bills that have a negative (-) total will appear as a credit in QuickBooks Online.
Admins can set up bill types in Settings (
) > Feature Settings > Procurement.