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. 

However, if you want to calculate and update the transaction before doing a Save All action, 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 this record with my accounting software: As stated, it attempts a sync to QuickBooks.
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