Set up the Sync Preferences for QuickBooks Online
It’s important for the accounting team to review the AccountingLink Sync Preferences because they’ll determine how information flows between Sage Construction Management and QuickBooks Online.
Contact Management
Accounts Payable
- Credit Card and Banking
- AP Sales Tax Item
- 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 or Holdbacks
- Subcontract Invoice Memo Field Format Options
Accounts Receivable
- Job Cost Codes AR Linking
- Class Linking for AR
- Prime Contract Invoice Retainage or Holdbacks
- Prime Contract Invoice Memo Field Format Options