Prepare for accounting

The Prepare For Accounting action is a unique action used for transactions.

When line items are added to any action, the total amount is not immediately calculated until a Save All action. 

If you want to calculate and update the transaction after adding line items, you would use the Prepare for Accounting action.

  • Select a table: the table with the transaction to update
  • Prepare records where: the criteria assumes the transaction's record id is stored in the Screen Active Record ID and sets this by default
  • Attempt to sync...: attempt a sync to QuickBooks
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