Contact management sync preferences
Company sync options
This setting applies to Companies, such as customers and vendors, that are linked in Sage Construction Management and QuickBooks Online.
Options | Description |
Use last modified entity as master (recommended) | The company modified last in Sage Construction Management for QuickBooks Online will be the master record. |
Always use Sage CM data to update QuickBooks | Customer or vendor's address and phone information will be copied from Sage Construction Management to QuickBooks Online. |
Always use QuickBooks data to update Sage CM | Customer or vendor's address and phone information will be copied from QuickBooks Online to Sage Construction Management. |
Employee sync options
This setting applies to employees that are linked in Sage Construction Management and QuickBooks Online.
Options | Description |
Use last modified entity as master (recommended) | The employee modified last in Sage Construction Management or QuickBooks Online will be the master record. |
Always use Sage CM data to update QuickBooks | Employee's address, phone, and email information will be copied from Sage Construction Management to QuickBooks Online. |
Always use QuickBooks data to update Sage CM | Employee's address, phone, and email information will be copied from QuickBooks Online to Sage Construction Management. |