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How to Export Transactions Manually in the Xero Configuration

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Summary: 

If you have any transaction that has not been exported over to Xero, you can manually export it.

Platform: 

  •  Unleashed on Browser

Steps:

  1. Navigate to Integrations
  2. Click Integration Store
  3. Select Xero 
  4. Click on Export Data tab
  5. Select the transaction you want to review
    • Invoices, Journals, Customer and etc.
  6. Add the necessary filters and dates
  7. Search transaction number 
  8. Under the Export field, click Export

Additional Information:

You have the View Failed Exports Transaction however they are only for transactions that have failed and this is an overview of all exportable data that goes to Xero:

Image_2021-08-04_at_5.49.02_PM.jpg

 

 

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