BETA Release Notes - Post Transactions 23.11 - 6/22/23

This article is intended for MC Trade customers who are part of the Post Transactions Beta Testing project. If you are interested in becoming a tester, please contact

With our 23.11 software update, the following updates have been made to the new Posting features:

  • Fixed Transaction Type and Transaction Code searches to properly filter
  • Added Show All link to Journal Entry and Transaction Details grids
  • Updated Transaction Details grid to user Revenue Item/Payment Type/Adjustment Type name instead of line item description
  • Fixed an issue displaying Account description in the Journal Entry grid
  • Added Class summarization to group journal entries properly by Class for QuickBooks users
  • Default Accounting Package selection during search
  • QuickBooks Online: 
    • In the Account Codes setup screen, you can now Import Accounts to ensure all Account values are tied properly to your QBO accounts for posting
    • In the Post Transactions screen in the browser, journal entries will now be created in QBO automatically. If you want to test posting transactions with OUT actually sending any journal entries to QBO, you may want to uncheck the "Sync Posting Batches Automatically" setting in your Accounting Package setup while you are testing in the browser. 
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