Are you using our automated interface to QuickBooks Online? Or perhaps you’re considering it? If so, we have some news that could simplify your accounting processes. Introducing our latest feature: the ability to auto-generate Document Numbers directly from Shalom Cloud.
Let’s delve into what this feature entails and how it can benefit you.
Understanding the Document Number Field
In QuickBooks Online, the Document Number field may serve for tracking and referencing transactions. If you’re already satisfied with how this field is populated, you may not need to change a thing. However, if you seek a more streamlined approach, our new feature can help.
How to Activate Auto-Generate Doc Number
Getting started with this feature is simple. Navigate to the Home screen in Shalom Cloud, select Declare Synagogue Options, and scroll to the bottom. Here, you’ll find the new option labeled “Auto-Generate Doc Number.” Initially, this setting is set to ‘no.’ By switching it to ‘yes’ and hitting the submit button, you activate the auto-generation feature.
What Happens Next?
Once activated, any new financial transactions processed in Shalom Cloud will automatically generate a Document Number in your QuickBooks Online journal entries. This number corresponds directly to a transaction in Shalom Cloud, making it easier than ever to trace journal entries back to their origin.
Demonstrating the Feature
Let’s walk through a practical example. Suppose you have a fictitious family, Littell01, in our sandbox environment, with outstanding dues of $245. When you pay this amount using a check, and refresh your journal entry report, you’ll notice a new entry with a unique number. This number ends with 593, which matches the transaction ID in Shalom Cloud.
Tracking Transactions Made Easy
By enabling this feature, you can effortlessly track journal entries in QuickBooks back to their originating transactions in Shalom Cloud. This integration saves time and reduces the likelihood of errors, providing a seamless accounting experience.
A Word of Caution for Manual Entries
If you also generate manual journal entries, it’s advisable to differentiate them from those auto-generated by Shalom Cloud. Consider using a unique identifier, such as “JE-” followed by a number, to ensure clarity and prevent duplicate entries.
Conclusion
Our new feature for auto-generating Document Numbers from Shalom Cloud to QuickBooks Online represents a significant step toward enhancing your financial management capabilities. Activate this feature today to experience a more efficient and accurate accounting process. Whether you’re a current user or considering our interface, this enhancement is designed with your convenience in mind.
