AccountingLink for Xero - Manually Link Customers And Vendors

If a customer or vendor was entered in both systems and they have a slightly different spelling (eg. Silicon Technologies, Inc and Silicon Technologies), then these company records will need to be linked manually so transactions can get exported. This is an alternative method to Auto Linking where names do match.

Important Things To Know

• Manual Linking will not synchronize or update address or phone information. It will just link the records in both systems.

Instructions

1. Click the Contact Management tab on the AccountingLink Main Menu
2. Navigate to the 'Manually Link' section.
3. Click the 'Manually Link Customers and Vendors' link within the section.
4. In the form, enter 3 characters of the Sage Construction Management Company name. The drop-down will auto filter based on the text entered.
5. Select the Sage Construction Management Company that needs to be manually linked.
6. Likewise, enter 3 characters in the Xero Customer or Vendor drop-down to filter.
7. Select the corresponding Xero Customer or Vendor.
8. Click the 'Link Company' button at the bottom of the form.