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Syncing Journal Entries to QuickBooks by Transaction Date
Syncing Journal Entries to QuickBooks by Transaction Date

Learn more about enabling this advanced setting within Gilded.

Gil Hildebrand avatar
Written by Gil Hildebrand
Updated over 2 years ago

Gilded syncs crypto transactions to QuickBooks based on the date the transaction is synced.

We offer an Advanced Setting in the QuickBooks configuration to enable journal entries to be synced based on the date the transaction occurred.

Due to a QuickBooks limitation, journal entries synced based on the date they occurred will automatically re-use the same journal entry ID number.

To enable this advanced setting, you will need to change your QuickBooks Online preferences to allow use of duplicate journal entry reference numbers.

In QuickBooks Online:

  1. Select Settings

  2. Select Account

  3. Select Settings

  4. Select Advanced

  5. Set Warn if duplicate journal number is used to No

  6. Save and sync again.


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