Set up the Sync Preferences for QuickBooks Online
It is important for the accounting team to review the AccountingLink Sync Preferences because they will determine how information flows between Sage Construction Management and QuickBooks Online.
Contact Management
Accounts Payable
- Default Credit Card and Checking Accounts
- Job Cost Codes AP Linking
- Bill Type Linking Rules
- Bill Memo Field Format Options
- Misc. Expense Payment Types Linking Rules
- Misc. Expense Memo Field Format Options
- Subcontract Invoice Retainage (i.e. Holdbacks)
- Subcontract Invoice Memo Field Format Options
Accounts Receivable
- Job Cost Codes AR Linking
- Prime Contract Invoice Retainage (i.e. Holdbacks)
- Prime Contract Invoice Memo Field Format Options