To streamline the process of transferring GL entries directly from Loop to your accounting software, follow these essential preparatory steps:

• Map Your GL Codes
• Link Software to Loop
• Set Up Location and Class Mappings

Once the setup is complete, follow these steps to push your JEs. Navigate to the GL Entries Tab located in the bookkeeping section of Loop. There, select your desired location, marketplace, and time range for the JEs you're looking to push. Once your parameters are set, just hit the "Push Transactions" button to initiate the push.

For a clear, step-by-step visual walkthrough, refer to the accompanying GIF. This guide demonstrates the process, making it easier to follow.


Note: Should you attempt to push data for a date range that has already been processed, you'll encounter the following error message. You can resolve this by choosing an appropriate date range.
Note: Loop incorporates a minimum lag duration of 5 days to accommodate any changes made to the data by third parties. For example, journal entries for a period ending on February 2nd can only be pushed starting from February 7th

To review the history of your pushed JEs, please refer to this article.

If you have any further questions about pushing your GL entries feel free to reach out to support@tryloop.ai