- Map Your GL Codes
- Link Software to Loop
- Set Up Location and Class Mappings
For a clear, step-by-step visual walkthrough, refer to the accompanying GIF. This guide demonstrates the process, making it easier to follow.
If you would like to download the transactions related to your JEs just click on the "View Transactions" button and then download the transactions, here is a GIF to guide you.
If you've linked your bookkeeping software to Loop, please refer to this article to learn how to push your transactions to your software.
If you have any further questions please feel free to contact us at support@tryloop.ai.