Sync Preferences - Tax Codes

When exporting Sage Construction Management financial transactions, it is necessary to map Sage Construction Management Tax Codes to the intended QuickBooks Tax Code. The transactions list below shows where Tax Codes are applicable.

• Bills
• Subcontract Invoices
• Miscellaneous Expenses
• Prime Contract Invoices

Important Things To Know

• Tax Codes should be identical in both Sage Construction Management and QuickBooks Online.
• Tax Codes can be imported from QuickBooks Online when establishing the initial connection.
• Tax Codes need to be linked before running the Sync Wizard.
• Updates to Tax Code Percentages (%) need to be done manually in both systems.