Here are the steps to clean up Xero by removing mistakenly synced transactions. Before you get started, make sure you have set up PayTraQer and synced some batches of Clover transactions into Xero
Rollback Synced Transactions in Xero
- Select the Home button and choose the Synced tab from the horizontal menu.
- All the synced transactions will appear on the screen. You can review the details, by selecting each transaction.
- Review the details and choose the transactions that you want to remove from Xero, Then Click on the "Undo Sync" button
There are two ways of Undoing/Reversing the transaction.
Undo Transactions:
When you choose Undo Transactions, all the selected transactions will be removed from Xero, but the attached customer, item, and other details will be retained in Xero.
Undo All:
When you choose Undo All, all the selected transactions will be removed from Xero along with the attached customer and item details.
Related Articles - Clover Xero Integration
For more information about How to Connect Clover with Xero, refer to this article.
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