Step_1._Run_Checkout_Optional_

Step 1. Run Checkout (Optional) (2024)




Verify all invoice and check transactions have been posted to Connect General Ledger. Running Checkout will not affect 1099 balances. 



How do I run Checkout?

1. Open Connect Accounts Payable > Invoices and Payments > Checkout.

2. Click to select the checkbox titled Verify Transactions Have Been Updated to General Ledger Through [12/YY (12/31/YYYY)].



3. Click GO (CTRL+G).

The Checkout error report lists invoice and check transactions that have not been posted to the General Ledger. Use the Checkout error report to update unposted invoice and check transactions to the General Ledger.


Learn how to update transactions:
  1. Webinar: Accounts Payable Year End - Checkout 1099 Recipients 
  2. How do I update the general ledger? 
  3. How do I update pending invoices to Connect General Ledger?


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