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Sage Construction Management Ideas Portal
Status Future consideration
Categories Accounting Links
Created by Jen Namie
Created on Mar 6, 2025

Export the Sync List to Excel

It would be helpful to be able to export the sync list to Excel before completing the sync. I can export the sync log to Excel but this doesn't have separate columns for the project, bill type, amount, vendor, etc.

I can copy and paste the information into Excel but the amount column includes 'USD' so I have to re-type the amount.

We keep a log of the transactions so we can match them to our bank transactions

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    David Holler
    Reply
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    Mar 11, 2025

    Jen,
    You have this categorized under QBO Link, but a change like that would have to encompass all Accounting Links. I am going to correct the categorization so this is easier to find when we consider this in the future.