Tax Codes sync preferences

1. Map Sage Construction Management tax codes to QuickBooks Online tax codes

   When exporting Sage Construction Management financial transactions, you must map Sage Construction Management tax codes to the corresponding QuickBooks tax codes. This mapping must be completed before running the Sync Wizard, and the tax codes must match between Sage Construction Management and QuickBooks Online.

   When establishing the initial connection, you can select the Import Tax Codes from QuickBooks Online option to import tax codes from QuickBooks Online. Note that any changes to tax code percentages (%) must be updated manually in both systems.

   Tax codes are applicable to the following transactions:

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