Understand sync preview
Sync preview is where LedgerSync turns imported commerce activity into accounting-ready entry shapes. It is designed to show warnings and blocking issues before any destination write is allowed.
Preview modes
- - Daily summary groups source activity into fewer accounting entries for cleaner close workflows.
- - Per transaction shows more detail when finance teams need line-by-line visibility.
What you review
- - Entry type and date range
- - Debit and credit accounts
- - Gross, refund, tax, fee, and net totals
- - Warnings such as low-confidence mappings or dispute activity
- - Blocking issues that must be resolved before sandbox posting
Why preview-before-posting matters
Preview keeps the accounting destination from becoming the first place problems are discovered. It gives the operator and the approver a clean checkpoint before any write occurs.
Related articles
Keep moving through setup with the next most relevant guides.
Map revenue, fees, refunds, tax, and clearing accounts
Configure the accounting destinations LedgerSync uses for sales, discounts, shipping, taxes, refunds, fees, and payouts.
Payout reconciliation
Understand clearing accounts, Stripe payouts, fees, refunds, disputes, net deposits, and mismatch warnings.
Approval workflows
Route previews through firm reviewers or client approvers before any sandbox posting step is available.
LedgerSync FAQ
Quick answers about setup order, sync preview, sandbox posting, billing mode, reviewer access, and operational safety.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.