Class linking sync preferences for Accounts Payable
Class linking options
| Options | Description |
| Do not use classes | No classes are used. This is the default option. |
| Set Class based on Resource Type (M, L, E, S, O) | In Sage Construction Management there are five built-in resources: Material (M), Labor (L), Equipment (E), Subcontractor (S), and Other (O). When Sage Construction Management sub invoices are exported to QuickBooks Online, the Subcontractor (S) reference will be used. When exporting Sage Construction Management bills and miscellaneous expenses, the mapping will be dependent on the item's resource reference. |
| Set Class based on Project Classifications | Project classifications can be set up in Sage Construction Management to categorize leads and projects. For example, a classification system titled Project Type could be created with options such as Custom Home, Apartment, School, Lab, or Retail Facility. Each lead or project will then reference one of these options. If service items in QuickBooks are set up in a similar manner, then this option will be used to set the appropriate item. |
| Set Class based on Internal Job Cost Grouping Division | If services items in QuickBooks Online reflect cost code divisions, then Sage Construction Management job cost code divisions can be linked automatically using the code/name as the criteria. |
| Set Class based on Internal Job Cost Grouping Major | If services items in QuickBooks Online reflect cost code majors, then Sage Construction Management job cost code majors can be linked automatically using the code/name as the criteria. |
| Set Class based on Internal Job Cost Grouping Minor | If services items in QuickBooks Online reflect cost code minors, then Sage Construction Management job cost code minors can be linked automatically using the code/name as the criteria. |
In QuickBooks Online, a class is used only for reporting purposes and does not affect how costs are posted to the General Ledger. Only service items in QuickBooks Online determine how costs are recorded in the ledger. Using classes is optional and has no impact on reporting within Sage Construction Management.