Settlement & Reconciliation Issues
Help articles related to Settlement & Reconciliation Issues
How do I get older data?When your current plan doesn't cover the full amount of historical data you require
Can I send foreign currency settlements to Xero or QuickBooks without a currency subscription?
What should I do if my settlements aren't showing the correct tax rates?How to change tax rates, refresh and then re-send a settlement
How to delete a settlement in QuickBooksDeleting or voiding a settlement directly in QuickBooks
How to void or delete a settlement in XeroDeleting or voiding a settlement directly in Xero
How can I check if I've sent a settlement more than once to Xero or Quickbooks?
Why might there be differences between data in Link My Books and either my accounting or sales channel reports?If you are looking at your data in Link My Books and comparing it to other reports then it may not always match - why is this?
Download Settlement and Cost of Goods sold data to a CSVDownloading your Link My Books settlement and Cost of Goods sold summaries to a CSV file for a specified date range
Rollback feature - how does it work?Rollback settlement entries in Xero or QuickBooks as if they never happened