Settlement & Reconciliation Issues
Help articles related to Settlement & Reconciliation Issues
Accessing More Historical Data Than Your Current Plan ProvidesWhat to do when you need older data than your Link My Books plan's default allowance
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 Manually Void a Settlement in QuickBooksA step-by-step guide to deleting or voiding settlement entries directly in QuickBooks when the Link My Books rollback feature has failed
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 Data Might Differ: Link My Books vs. Accounting/Sales Channel ReportsTroubleshooting common reasons for discrepancies between Link My Books data and other financial reports.
Download Settlement and Cost of Goods Sold (COGS) Data to CSVLearn how to download your Link My Books settlement and COGS summaries in bulk to a CSV file.
Rollback Feature: How It WorksUndo and remove settlement entries in Xero or QuickBooks as if they were never sent.