When to use this flow
Use this flow when a QuickBooks journal entry needs workbook evidence or other supporting files attached at the time of posting.
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Support Center / Workpaper Agent / Journal Entries
Add attachments to QuickBooks journal entries
Attach supporting workbook files before posting Workpaper Agent draft journal entries to QuickBooks, then confirm the attachments are synced.
Workflow
Step 1
Open draft journal entries
Start from the Studio workbook that has draft journal entries ready to review.
Step 2
Open posting
Move into the posting review screen before attaching the workbook support.
Step 3
Add attachments
Choose the workbook or supporting files that should travel with the QuickBooks journal entry.
Step 4
Rename the workbook
Optionally adjust the filename so the attachment is clear when viewed outside Truewind.
Step 5
Save the filename
Confirm the edited filename before continuing with the posting workflow.
Step 6
Choose a posting date
Optionally update the posting date so the journal entry lands in the right accounting period.
Step 7
Post the journal entry
Send the journal entry and selected attachments to QuickBooks.
Step 8
Open Journal Entries
Go to the journal entry list after posting to review the posted entry.
Step 9
Open the posted entry
Select the posted journal entry from the list to inspect its details.
Step 10
Confirm Truewind attachments
Check the journal entry review page to verify the attachment is recorded in Truewind.
Step 11
Confirm QuickBooks attachments
Open the QuickBooks journal entry to verify the attachment synced to the posted entry.
FAQ
Why attach the workbook before posting?
Attaching the workbook keeps supporting documentation tied to the posted journal entry in QuickBooks.
Limitations
Attachments must be selected before posting
Add the files during the posting workflow so they are included with the journal entry that is sent to QuickBooks.
Troubleshooting
The attachment is not visible in QuickBooks.
Confirm the file was selected before posting, then open the posted journal entry in Truewind and QuickBooks to compare the attachment status.
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