A settlement is a payout from the marketplace. ConnectBooks turns each one into entries in Xero.
Export a settlement
Go to Accounting Export and pick a store.
Click the green Export button in the Settlement column.
The status changes to "Syncing...". After a few minutes it changes to "Exported". Changed your mind while it's syncing? Click Cancel.
Some stores also have a COGS column (product costs). It exports on its own. See How the settlement and COGS exports work.
If you see a warning instead of Export
Something needs fixing first. You'll see a warning, like "Missing cost", or "2 issues". Click it, then click Fix next to each issue.
Common ones: Unmapped products, Missing cost, Unmapped fees, Missing account, Negative inventory, Missing Settlement, and Setup incomplete or Schedule onboarding. See How to export settlements to QuickBooks Online for what each one means. They're the same for Xero.
Other statuses
Pending: we're still processing the settlement.
Error or Error Syncing: something went wrong. Contact support.
Fix a settlement you already sent
Click the three dots at the end of the row:
Resend to Xero sends it again.
Delete from Xero removes it from Xero.
If the store has a COGS column, pick Settlement, COGS or Both.
Frequently asked questions
How long does an export take?
Usually a few minutes.
Where do I set which Xero accounts are used?
In the store's Xero settings. See How to configure Xero Settings on ConnectBooks.