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Using the General Ledger Link

  • 22/10/2025
  • Knowledge

How To
 

Journals will be created for office transactions entered in LEAP. Depending on your accounting basis, you may have journals created for Invoices, Adjustment Notes, General Account Payments Received, and General Account Expenses Paid. 

 
 

You may be asked to log into accounting platform when using certain features for the first time. Enter your accounting platform's credentials and sign in.

  • Desktop
  • Web

View and Edit Journals

 

  1. Click the LEAP Menu > Accounting > under General Accounting > General Ledger Link.

    The LEAP General Ledger Link will open in a new window.

    A list is displayed with the Date, Journal No. & Description and Status of each journal.

 
Click to edit heading

Use Search Journals, Export Status and Date Range to filter the journal list if required.

  1. Open a journal to see the details.

  2. You’re able to edit the following fields:

    • Memo
    • Acc No
    • Debit Inc. Tax
    • Tax
    • Credit Inc. Tax
    • Tax
    • Tax Code
    • Tracking

    To add journal lines click New Line.

    To remove journal lines click.

  3. Click Save.

Export Journals

 

To synchronise journals to your accounting software, ensure journals export successfully via the General Ledger Link using these steps:

  1. Click the LEAP Menu > Accounting > under General Accounting > General Ledger Link.

    The LEAP General Ledger Link will open in a new window.

  2. Click Sync Now and wait for the export to complete.

 
Click to edit heading

Any journals marked as unexported will be synced, as the Journal's Status dictates whether or not they will be synced.

New credit journals (General Accounting to General Accounting between LEAP matters) do not need to be reconciled as there is no change in account balance or an exchange of funds.

Set Up Auto Export of Journals

 

You're able to set up LEAP to automatically export your general ledger journals saving you time and effort in manually exporting them.

To Enable (Auto Sync) Auto-Export feature in LEAP:

  1. Click LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Navigate to Accounting > General.

  3. Tick the General Ledger Auto-Export checkbox and click Save

  4. Click the LEAP Menu > Accounting > Office Accounting > General Ledger Link.

    The LEAP General Ledger Link window will open in a new browser window.

  5. In the General Ledger Link window, toggle Auto Sync ON. If Auto Sync doesn’t turn on successfully, you may need to close your browser, sign out of LEAP, and sign back in. Once you return to the LEAP General Ledger Link window, Auto Sync should now be enabled.

  6. If Auto Sync still fails, click the Sync Now button at the bottom of the window which should direct you to your connected Accounting Platform (eg Xero).
    If prompted, log into your Xero account to authorize the connection with LEAP’s General Ledger Link.

Resolve Journal Errors

 

There may be times when there is an error with a journal. In such cases, you’ll need to open and edit the journal to correct any issues. You may also need to toggle Auto Sync back on if it has toggled off on its own.

Some typical reasons for errors are:

  • Incorrect tax code
  • Incorrect GL account code
  • An imbalance on the journal

If you’re unsure of the error’s cause, we recommend you contact LEAP Support for assistance.

Change the Status of Journals

 

The default status of a journal is Not Exported. You’re able to change the statuses manually to one of the following:

  • Hold
  • Not Exported
  • Unhold

  1. Tick the journal(s) and click User-added image. 

  2. Select a Status from the drop-down list.

  3. Click Change.

  4. Select the items > click Sync Now to initiate synchronisation.

Verify the Export Status of Journals

 

It’s a good idea to check the export status of journals to ensure that your accounting platform has all the journals required to balance your accounts.

  1. Click More > Verify.

    A list of journals will display showing the status of each journal.

  2. Click Verify.

    The General Ledger Link will query your accounting platform to find each journal with a status of Success.

  3. Once the query is complete, the list will display a verification status.

    If there are any journals missing from your accounting platform, you’ll need to find and resend the journals.

Purchase Orders

 

LEAP can create and export Purchase Orders.

This can be done by navigating to More > Purchase Orders.

See Creating a Purchase Order for more information.

View and Edit Journals

 

  1. Click  > Accounting > under General > General Ledger.

    The LEAP General Ledger Link will open in a new window.

    A list is displayed with the Date, Journal No. & Description and Status of each journal.

 
Click to edit heading

Use Search Journals, Export Status and Date Range to filter the journal list if required.

  1. Open a journal to see the details.

  2. You’re able to edit the following fields:

    • Memo
    • Acc No
    • Debit Inc. Tax
    • Tax
    • Credit Inc. Tax
    • Tax
    • Tax Code
    • Tracking

    To add journal lines click New Line.

    To remove journal lines click.

  3. Click Save.

Export Journals

 

  1. Click  > Accounting > under General > General Ledger.

    The LEAP General Ledger Link will open in a new window.

  2. Tick each checkbox next to each of the journals you wish to export, or alternatively tick the checkbox next to Date to select all journals at once.

  3. Click Sync Now and wait for the export to complete.

Set Up Auto Export of Journals

 

You're able to set up LEAP to automatically export your general ledger journals saving you time and effort in manually exporting them.

  1. Click  > Accounting > under General > General Ledger.

    The LEAP General Ledger Link will open in a new window.

  2. Toggle Auto Sync on.

Resolve Journal Errors

 

There may be times when there is an error with a journal. In such cases, you’ll need to open and edit the journal to correct any issues.

Some typical reasons for errors are:

  • Incorrect tax code
  • Incorrect GL account code
  • An imbalance on the journal

If you’re unsure of the error’s cause, we recommend you contact LEAP Support for assistance.

Change the Status of Journals

 

The default status of a journal is Not Exported. You’re able to change the statuses manually to one of the following:

  • Hold
  • Not Exported
  • Unhold

  1. Tick the journal(s) and click User-added image. 

  2. Select a Status from the drop-down list.

  3. Click Change.

  4. Select the items > click Sync Now to initiate synchronisation.

Verify the Export Status of Journals

 

It’s a good idea to check the export status of journals to ensure that your accounting platform has all the journals required to balance your accounts.

  1. Click More > Verify.

    A list of journals will display showing the status of each journal.

  2. Click Verify.

    The General Ledger Link will query your accounting platform to find each journal with a status of Success.

  3. Once the query is complete, the list will display a verification status.

    If there are any journals missing from your accounting platform, you’ll need to find and resend the journals.

Purchase Orders

 

LEAP can create and export Purchase Orders.

This can be done by navigating to More > Purchase Orders.

See Creating a Purchase Order for more information.

 
Click to edit heading

For more information on how to fix common errors received in Quickbooks Online General Ledger Link and LEAP, click here.

Last Modified Date
22/10/2025 3:13 am
Title
Using the General Ledger Link
URL Name
Using-the-General-Ledger-Link-CA

Resolution
General Accounting
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Using the General Ledger Link