Error when exporting miscellaneous expenses to QuickBooks Desktop

Review the following steps if you receive an error when exporting miscellaneous expenses to QuickBooks Desktop.

Relink the employee

Relink the employee referenced on the expense.

1. Open AccountingLink.
2. Expand the Advanced Utilities section.
3. Click Manually link employee.
4. Relink the Sage Construction Management employee referenced on the expense with the QuickBooks employee.

Relink the vendor

Relink the vendor referenced on the expense.

1. Open AccountingLink.
2. Expand the Advanced Utilities section.
3. Click Manually link company.
4. Relink the Sage Construction Management vendor with the Quick Books 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 expense again to see if the issue is resolved.

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

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 AP section.
4. Review how the job cost code referenced on the expense correlates to a QuickBooks service item based on the JCC linking property.
5. If the expense has tax, review the sales tax item reference.
6. Review the misc expense payment type export rules.
7. Save any changes.

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