We automatically load the previous data from your Point of Sale system daily. Still, if you want to rerun transactions from a downloaded file or load previous data before, I use Autymate to QuickBooks. How do I do this?
Just like you could previously manually run integrations from Saasant and TPI, you can run files downloaded in Autymate.
Follow these steps:
- Download file: First, download the file you want to load manually into Autymate; you have two options:
- Go to your transaction reporting system to download the transaction files and select the file you want to load (i.e., Invoice, Credit Memo, Journal, or Payment), select the date you want to load, and select the
Autymateformat (do not select Desktop or Online versions.)
- Or, you can download a file previously run by clicking on the blue text of the file name in the Process Summary report to download the file.
- Upload File: Go to the
Auty-mationsmenu option in the Autymate web portal at your company Autymate portal
Uploadfor the transaction you want to load (i.e., Invoice, Credit Memo, Journal, or Payment).
- Upload the file or drag-drop the file and click
- Go to the
Auty Historyto see the status of the newly created integration.