Performing a summary sync

NB: Before syncing with Xero, you must have first completed your end of day banking as it sends a summary of the banking across to Xero. Read more about banking here
  1. Navigate to the Sales screen.
  2. From the Sales screen, click on the Xero Sync button.

    Note: If the Xero Sync button is not available, you will first need to configure your Xero connection
  3. You will be taken back to the Xero Synchronisation screen, where you will need to scroll down and click on the Begin Sync button.

  4. You will be notified that the synchronisation has been successful, at which point you can return to the sales screen by clicking on the Return to Sales button.

You will now be able to login to Xero and see that your banking information has been imported across

Still need help? Contact Us Contact Us