Verify transactions have been updated to general ledger

Checkout and Recalculate

Search for transactions that have been updated to the general ledger. Updating a transaction to the general ledger will change the flag on the transaction to updated. Using this option will search for transactions that should be updated to the general ledger.

The error report will list transactions that need to be updated to the general ledger.

Checking for transactions that haven't been updated to the general ledger

1. Open Connect Business License > Businesses > Checkout.

2. Click to select Business Information.

3. Click to select the Verify transactions have been updated to general ledger checkbox.

4. Click GO (CTRL+G).

The unupdated transactions will be listed on the error report.

Solution

To fix this error, choose an option.

Use the information that's included in the error report to update the transaction to the general ledger. Run Organization > Update General Ledger. [More]
Change the flag on a transaction to show it was updated to the general ledger. Use this option if the transaction has been updated to the general ledger, but the transaction flag shows the transaction as unupdated. Run Recalculate.

How do I update transactions that have not been posted?

How do I recalculate Checkout errors?

202311, 2023Jun30