Directive Journal

Shared features · 2 MIN READ

Forward organisation records with AutoSync

Use the desktop companion to hand supported Zaqnet records to your configured accounting company.

Guide reviewed 14 September 2026 · Controls depend on your app version and access.

Before you begin

Confirm the supported desktop build, authorised organisation access, accounting connection and record categories with your administrator. BUSY and TallyPrime are desktop connector targets; a CSV export profile is a different workflow.

  1. 01Choose the records in Closure.

    Open the export controls for the correct organisation and business date. Choose a supported record category and Queue AutoSync job. If the customer scope selector appears, confirm the records to include.

  2. 02Continue in the desktop app.

    Allow the installed AutoSync companion to open. Check the organisation and destination accounting company, then review the connection and mappings. If the desktop sign-in or handoff is unavailable, stop and ask your administrator to verify the deployed setup.

  3. 03Check the job and accounting result.

    Review completion and any rejected records. Open the destination company in your accounting tool and inspect the imported records. A job queued or a connection accepted does not mean accounting import succeeded.

  4. 04Resolve exceptions before retrying.

    Check missing masters, mappings, company selection and connector limits. For an uncertain result, first check whether the destination already contains the record; do not blindly repeat the whole handover.

Check the result

The intended records should appear in the selected accounting company with the expected values. AutoSync forwards organisation data; it does not replace accountant review or reconcile edits back into Zaqnet.

If something does not look right

If blocked, provide support the job identifier, category, approximate time and visible error. Do not share accounting passwords or tokens. Connector support and signed desktop distribution must be confirmed for your deployment.

Look up an error