Export a Sonny's Controls Sales report as a General Ledger file for accounting software import
domain: sonnysdirect.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
In Reports > Sales, run the General Ledger (or General Ledger v2) report for the desired date range.
Use the report to assign a description and accounting/GL number to each line item of the Sales Overview report.
Click the Export dropdown at the top right of the report heading and choose an export format.
Import the exported file into your accounting software's general ledger import tool.
Choose General Ledger v2 if your accounting workflow expects washes sold as negative amounts and excludes Gross Sales; use the standard General Ledger report otherwise.
Known gotchas
Picking the wrong GL report version (v1 vs v2) can double-count or omit Gross Sales depending on how your accounting software expects wash redemptions booked.
Line Item Sales reports cap at 1,000 transactions per day, so high-volume multi-site exports may need to be run per site or in smaller date ranges.
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