How To Sync Virtual Journals

In this tutorial, we will go over how to sync virtual journal entries. The virtual ability to sync your journal entries is to show the journals on the Crypto One platform side if you are not using a main ledger/ERP software or if you have too large of a transaction volume to push the journals into your fiat ledger/ERP. 

If your transaction volume is too large to push into Xero/QuickBooks/NetSuite for example, you can do the virtual sync of your journals and roll up the journals into a summary.

This tutorial assumes you have connected your main ledger/ERP in the Gateways page and completed the mapping of your chart of accounts.

Step 1

On the Reports page, click the "Sync" dropdown menu.

Step 2

In the dropdown menu, click on Virtual Sync.

Please give it a couple minutes for the sync to process.

Step 3

In the side menu under Calculation Reports, scroll to the bottom and click on Journals. You will see your virtual journal entries and can continue to maintain them directly on Crypto One.

Step 4

Click on Journal Summary By Classification to see your journal entry summary. You can export your journal summary into a CSV file.