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Bookkeeping / Bank Transactions

View Synced and Matched Transactions in QuickBooks

Review synced or matched transaction activity from the current Bank Transactions table before you confirm the QuickBooks outcome.

Workflow

Setup workflow

Step 1

In Bookkeeping, filter the table to the bank accounts and date range you want to inspect.

Step 2

Use the table state and transaction details to identify the rows that already show a synced or matched outcome.

Step 3

Open the relevant transaction details so you can verify the expected match or sync result before checking QuickBooks itself.

Step 4

Verify that the QuickBooks record reflects the same transaction outcome you reviewed in Truewind.

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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