Turn a completed Workpaper Agent workbook into ERP-ready journal entries, review uncertain mappings, and post all entries or only the entries that are ready.
Ask the support agent
Just ask a direct question or search related articles from the Knowledge Base.
Support Center / Workpaper Agent
Journal Entries
Browse support articles for Journal Entries.
Attach supporting workbook files before posting Workpaper Agent draft journal entries to QuickBooks, then confirm the attachments are synced.
Upload workbook attachments to a Sage journal entry when the posted Journal Entry needs supporting files, resulting in the workbook and selected attachments saved on the Sage journal entry.