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Viewing Transactions in an Account

Currently you are able to view transactions in an account if the client is using a MYOB Account Right Live file or a QuickBooks Online file.

Select the Client Info tab, and choose the dataset you wish to view the transactions for, then select Edit.

Go to the Balances tab and right click the account you want to drill down into. A pop up will appear saying View Account Details.

Select the button that says Download Ledger from API.

Each transaction in that particular account will then be shown.

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