Accounting Link - 'Upload Actions Required' file

This article is related to the legacy Accounting Link integration (and not for cloud-based Xero and MYOB Integrations). Please refer to the Accounting Integration Overview article for details on supported integrations.

In order to assist with investigations of Accounting Link issues, you may be required to provide an Upload Actions Required file. The Upload Actions Require file is generated if Accounting Link encounters an error attempting to upload data to your accounting package.

To obtain the file:

1. Open Accounting Link
2. Click the Import tab
   
3. Click the Upload Actions Required tab
   
4. Select the Upload Date
   Tip: our recommendation is that this would usually be todays' date
5. Click the Export to Excel button
6. You will be prompted to save the file. Once saved, the file can attached in an email or shared via the cloud.

Tip: if the file is too large to attach to an email, we recommend you save it to a Cloud-based file sharing solution of your choice and provide the Support Team a public access link to the file. Examples of cloud based file sharing systems are:Microsoft OneDrive , Dropbox etc