How To Use the Custom Scan Tool for Bookkeeping Notifications

Overview:

The Custom Scan Tool allows users to scan their books over a custom period to identify specific Bookkeeping Notifications. For example, an Accounting Manager can scan all project expense transactions from the last quarter to ensure they are assigned to a sub-customer. This guide will walk you through the steps to use the Custom Scan Tool effectively.

Steps:

1. Access the Custom Scan Tool

Log in to your Level account
Navigate to "Custom Scan" from the left side menu

2. Set Up Your Custom Scan

Choose the time period for your scan by selecting the start and end dates.

The default setting will scan the notifications currently set up within your Bookkeeping Notifications Settings.

You can select specific bookkeeping notifications which might include journal entries, duplicate entries, or missing vendor/customer information by clicking on “change” at the bottom right corner of the window. In the new window, you can select or deselect the Bookkeeping Rules you wish to scan. Click DONE to return. (Selecting specific bookkeeping rules for the custom scan will not impact the bookkeeping rules within your Settings)

3. Run the Scan and Review Results

Click the Start Scan button to initiate the scan.
Once the scan is complete, review the results displayed on the screen.
Address any alerts by clicking on each item to view more details in your QuickBooks Online account.

In the example below, we scanned for “Missing Bill Numbers” between July 31 and August 7, 2024, which yielded one result.

Summary:

To use the Custom Scan Tool:

1. Open Custom Scan tool from left side menu

2. Select date range for scan

3. Select individual Bookkeeping Rules or keep the default settings

4. Click Start Scan

5. Review results

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