If you have set up your export method and are happy with your automation templates, you will be ready to synchronize transactions with your accounting software.
The process varies slightly depending on whether you chose to set up a File Export or Automated Export. We will go through both variations below.
Exporting transactions via File Export
If you prefer to upload journal entries to your accounting software by uploading files, the following steps apply:
In Divly, click on Transactions in the sidebar.
Select the transactions you want to export. Limit yourself to transactions that all share the same automation template.
On the bottom of the screen, click Select automation and choose the appropriate automation template for the transactions you have selected.
Click the blue button Export Selected. A file will be created.
In Divly, click on Exports in the sidebar.
Under Reports & Files, click on the latest file to download it.
Open your bookkeeping program and import the file to import the journal entries. The exact process for this step will depend on the specific accounting software.
Repeat the above steps for every relevant transaction type.
Tip: File exports are great if you want to preview the entries in your accounting software before they are permanently added. It also allows you to manage your own Divly account and send the files to your accountant (which they tend to be a lot more familiar with).
Exporting transactions via Automated Export
If you prefer to synchronize journal entries to your accounting software with the simple click of a button, then do the following:
In Divly, click on Transactions in the sidebar.
Select the transactions you want to export. Limit yourself to transactions that all share the same automation template.
On the bottom of the screen, click Select automation and choose the appropriate automation template for the transactions you have selected.
Click the blue button Export Selected.
The transactions have now been imported to your accounting software and are highlighted in green on Divly for future reference.
Repeat the above steps for every relevant transaction types.