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Bookkeep ensures duplicate postings do not occur and provides direct links to the posting in your accounting platform
Bookkeep's automated journal entries need to easily be located within your accounting platform. As a result, for any journal entry posting that we created in your accounting platform, we provide a direct link to the entry from Bookkeep. Below we will explore how to easily navigate to the journal entry.
Xero Manual Journal Example:
Below is an example sales summary posted to Xero. By clicking the link "View in Xero," you will open a new page directly to this manual journal as shown below.
-Bookkeep Activity View:
-Xero View of the Manual Journal from above:
Xero Bank Transaction (Deposit) Example:
Below is an example deposit posted to Xero. By clicking the link "View in Xero," you will open a new page directly to this bank transaction entry as shown below.
-Bookkeep Activity View:
-Xero View of the Bank Transaction from above:
QuickBooks Online Example:
Below is an example sales summary posted to QuickBooks Online. By clicking the link in the Posted column (in this example the 511), you will open a new page directly to this journal entry as shown below. Please note that you may be working in a different QuickBooks file so the link may not directly open. You can change the file within QuickBooks or we provide an easy link within the Activity View:
-Bookkeep Activity View:
-QuickBooks Online View of the Journal entry above: