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Confirm Journal Entry or Purchase synced to Quickbooks

Distributor steps for checking whether a journal entry or purchase synced to QuickBooks in Encompass by reviewing the TXN ID column on verified records. Requires v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Steps

Confirm Journal Entry or Purchase Sync With Quickbooks
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Journal Entries
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1. Navigate to the Journal Entries table
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2. Filter the Status column to Verified
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3. Review the TXN ID column
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a. If there is a value in the TXN ID column, the Journal Entry did sync with Quickbooks.
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Purchases
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1. Navigate to the Purchases table
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2. Filter the Status column to Verified
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3. Click "Columns"
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4. Select "TxnID"
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5. Click "Create View"
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6. Review the TXN ID column
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a. If there is a value in the TXN ID column, the Journal Entry did sync with Quickbooks.

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