Start from your workbook, resolve new or uncertain ERP mappings, review the saved configuration, and check journal entries before posting. Update mappings in Settings for future use. This walkthrough uses Sage Intacct examples.
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Journal Entries
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Prepare journal entries from your workpaper, review mappings and balances, and post to QuickBooks Online. Follow Steps 1–5 for the main workflow; Steps 6–10 cover optional fixes, and Steps 11–12 are recommended checks.
Prepare journal entries from your workpaper, review mappings and balances, and post to Sage Intacct. Follow Steps 1–5 for the main workflow; Steps 6–10 cover optional fixes, and Steps 11–12 are recommended checks.
Use this workflow after your organization renames a dimension in Sage Intacct—for example, Class to Channel. Verify the synced name in Truewind, map workbook values to Sage records, and review the dimensions on your draft 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.