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How do I match Vault balances with my QuickBooks balances?
How do I match Vault balances with my QuickBooks balances?
Michael Tan avatar
Written by Michael Tan
Updated this week

To keep your balances accurate:

  • Sync all historical Vault transactions with QuickBooks.

  • If you have already synced some transactions manually in QuickBooks, you can exclude those transactions in Vault’s Accounting tab to prevent duplication.

This ensures that your QuickBooks records align with your Vault account.

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