Before you sync
Make sure the selected rows are fully reviewed. Syncing too early can create cleanup work later if the categorization still needs changes.
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Bookkeeping / Bank Transactions
Use Sync Now in Bank Transactions
Send reviewed transactions from the current Bank Transactions table into the ledger using the active sync action.
Workflow
Setup workflow
Step 1
Filter to the transactions that are ready to sync
In Bookkeeping, narrow the table to the bank accounts, date range, and transaction set that is ready for sync.
Step 2
Select the transactions you want to sync
Highlight the rows that are fully reviewed and ready to be sent into the ledger.
Step 3
Use the sync action
Select Sync to Ledger from the current table controls to send the chosen transactions into the connected accounting system.
Step 4
Verify the sync result
Review the updated transaction states and confirm the selected rows now reflect the expected synced outcome.
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