Error when exporting bill to QuickBooks Desktop

Review the following steps if you receive and error when exporting a bill to QuickBooks Desktop using AccountingLink.

Relink the vendor

Relink the vendor referenced on the bill.

1. Open AccountingLink.
2. Expand the Advanced Utilities section.
3. Click Manually link company.
4. Relink the Sage Construction Management vendor with the QuickBooks vendor.

Relink the prime contract with the job

Relink the Sage Construction Management prime contract with the customer:job in QuickBooks.

1. Open AccountingLink.
2. Expand the Advanced Utilities section.
3. Click Manually link project.
4. Relink the project prime contract number with the customer:job.

Run the Sync Wizard

Try to export the bill again to see if the issue is resolved.

1. Open AccountingLink.
2. Go to the Sync tab and click Sync.
3. Export the bill.

If you still get an error, continue to the next section.

Review Sync preferences

Make sure that your Sync preferences are set up correctly.

1. Open AccountingLink.
2. Select Sync preferences.
3. Go to the Accounts Payable tab.
4. Review how the job cost codes referenced in the bill line items correlate to the QuickBooks service items based on the JCC linking property.
5. If the bill has tax, review the sales tax item reference.
6. Review the export rules for bills.
7. Save any changes.

Export the bill again to see if the issue is resolved.