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How to track the progress of your accounting exports with sync status

  • Updated

How to track the progress of your accounting exports

To track which transactions have exported into your accounting software:

  1. Open the Transactions page

  2. Review the status in the column called Xero Export / MYOB Export / Quickbooks Export

  3. If you notice a transaction with an Export Error open the transaction and follow the instructions in the orange export error message to resolve it

Please note, the sync status column is only available to accounts that have integrated with Xero, MYOB Account Right and Quickbooks.

 

Understanding the different statuses

Xero users

  1. Waiting to Export: the transaction will export into Xero once it has cleared

  2. Unreconciled: the transaction has exported into Xero and can be reconciled

  3. Reconciled: the transaction has been reconciled in Xero

  4. Export Error: the transaction has been unable to export into Xero and needs attention

MYOB users

  1. Waiting to Export: the transaction will export into MYOB once it has cleared

  2. Export Complete: the transaction has exported into MYOB

  3. Export Error: the transaction has been unable to export into MYOB and needs attention

QuickBooks users

  1. Waiting to Export: the transaction will export into Quickbooks once it has cleared

  2. Export Complete: the transaction has exported into Quickbooks

  3. Export Error: the transaction has been unable to export into Quickbooks and needs attention