How to download gateway statements in Quickbooks/Xero?

Modified on: Wed, 31 Mar, 2021 at 1:17 PM

Scope

I want to download the payment gateway statement for reconciliation purpose for Xero integration




Go to Settings-> Third Party integration-> select Quickbooks or Xero -> click on 'Reconciliation' and click on 'set up reconciliation'. Once this is setup



Go to 'Reconciliation' and click on the 'Generate New Statement'


There are two options 'Include pending transactions' and 'include unsettled payouts'. You can choose respectively and click on 'Generate'. 


M
Monica is the author of this solution article.

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