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.


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.

Did this answer your question?