Navigate to the Accounting export page, and Select the store you want to work on.
On this page, you can see all your marketplace payouts, and export them to Xero.
Click the green Export button in the "Settlement Export Status" column, Upon clicking, the status will change to "Syncing," indicating that the data transfer is in progress. Please allow a few minutes for the sync to complete. Once the sync is successful, the status will update to "Exported".
Common messages you can see in place of the Export button:
Product missing cost.
The cost of some products sold in this settlement was not uploaded to ConnectBooks, this is important if you want to have the accurate cost of goods.
To resolve:
Select the resolve button.
You'll be redirected to the product cost page, Only the products that are missing a cost will appear.
Input the missing cost.
Press save and continue and you will be redirected back to the export page, once resolved, you will see the export button.
Schedule an onboarding
Contact us to schedule a free onboarding to set up your account.
Error
There was an error processing settlement data. Contact support for help in solving this issue.
Pending
Settlement data is still being processed by Connectbooks.
Error Syncing
Error syncing data to Xero, contact support
What if I made a mistake and the settlement info I exported isn't accurate?
To delete or undo an exported settlement, select the "More" dropdown next to the settlement and click "Delete from Xero."
To resend a settlement to Xero, select the "More" dropdown and choose "Resend to Xero."