If you are using an accounting software integration, you can run a report to view all invoices, expenses and deposits with their syncing status in Xero, Reckon One or QuickBooks, as well as sync any transactions listed in the report. The syncing report is the quickest way to identify problems in syncing to your accounting package.

Run an accounting sync report

1. Click Reports > Finance.

2. On the top right, click New Report.

3. For Report Type, select Xero Syncing / Reckon Syncing / QuickBooks Syncing.

4. (Optional) Set any other filters to refine your report results. Leave blank to use all.

5. Click Run.

6. Your sync report results are displayed in a list. From here, you can:

   • Add or review individual sync: Click the sync icon on an individual transaction.

   • Sync multiple transactions: Tick the checkboxes for transactions you want to sync, then click Resync Selected Line Items.

   • Sync all transactions: On the top right, click Resync All Line Items.