The Prepare For Accounting action is used for transactions to update transaction amounts.
When line items are added to any action, the total amount is not immediately calculated until a Save All action.
However, if you want to calculate and update the transaction before doing a Save All action, you would use the Prepare for Accounting action.
Parameters
Description | |
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. |
| As stated, it attempts a sync to QuickBooks. |
Attempt to sync this record with my accounting software