What to verify
Check that the transaction amount, date, and accounting outcome line up between Truewind and QuickBooks before treating the workflow as complete.
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Bank Transactions / Bank Transactions
View Synced and Matched Transactions in QuickBooks
Review synced and matched transaction states before checking QuickBooks, resulting in a cleaner comparison between Truewind and the ERP outcome.
Workflow
Setup workflow
Step 1
Open Bank Transactions for the right account set
In Bookkeeping, filter the table to the bank accounts and date range you want to inspect.
Step 2
Find the synced or matched transactions
Use the table state and transaction details to identify the rows that already show a synced or matched outcome.
Step 3
Inspect the transaction details
Open the relevant transaction details so you can verify the expected match or sync result before checking QuickBooks itself.
Step 4
Confirm the result in QuickBooks
Verify that the QuickBooks record reflects the same transaction outcome you reviewed in Truewind.
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