Batch vs. SmartPosting vs. Real-Time Posting (Getting Started)

You must decide whether to post using a batch, SmartPosting, or real-time method.

In batch posting, the transactions you enter are saved to a temporary holding area, where you can review them before posting the batch to the General Ledger.
In SmartPosting, the transactions are saved by the program and then posted by the SmartPosting service. (Sage 50 Quantum Accounting)
In real-time posting, the transactions you enter are both posted and saved when you click the Save button. In batch posting, transactions are just saved when you do so.

Note: Check with your accountant to see which method you should use in your business.

You must make a choice about which posting method to use when you create a new company. Unlike the next decision, about cash or accrual, you can change this option at any time. When you change from batch or SmartPosting to real-time, all unposted transactions are posted before the switch is made.