Syncing report

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You can produce a report to see 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 easiest way to identify problems in syncing to your accounting package.

Invoices are shown on the left-hand side of the report. Payments are shown on the right-hand side.

A Syncing Report, with a list of synced transactions and a resync column/history

To create this report, click Reports > Finance and click New Report, then select "Xero Syncing", "Reckon Syncing" or "QuickBooks Syncing" in the Report Type field.

To sync any transactions, tick the checkbox next to the transaction(s) you want to sync and click Resync Selected Line Items, or click Resync All Line Items to sync all line items (regardless of have you have ticked).

To review the sync history for a particular transaction, click the date or the sync icon in the Sync column.

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