{"id":30342,"date":"2026-07-31T19:57:03","date_gmt":"2026-07-31T19:57:03","guid":{"rendered":"https:\/\/synder.com\/help\/?p=30342"},"modified":"2026-10-07T15:17:36","modified_gmt":"2026-10-07T15:17:36","slug":"assisted-transaction-reconciliation-for-xero","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/assisted-transaction-reconciliation-for-xero\/","title":{"rendered":"Assisted Transaction Reconciliation for Xero"},"content":{"rendered":"\n
This guide shows you how to set up Assisted Transaction Reconciliation for Xero<\/strong> in Synder \u2014 the recommended path for Xero Per-Transaction users. With Assisted mode, you export one Account Transactions<\/em> report from Xero covering four accounts, upload it into Synder, and Synder normalizes and maps everything automatically. No manual column mapping required.<\/p>\n\n\n\n For a full explanation of Transaction Reconciliation \u2014 what each result bucket means and which integrations are supported \u2014 see Transaction Reconciliation for Per Transaction Sync<\/a>. To connect Xero to Synder, see How to Connect QuickBooks Online and Xero to Synder<\/a>.<\/p>\n\n\n\n Assisted mode needs a single Account Transactions report<\/strong> covering four accounts for the same date range. One clearing account = one report and one reconciliation run. If you have multiple clearing accounts for a provider (e.g. a USD and a CAD Stripe clearing account), run a separate reconciliation for each.<\/p>\n\n\n\n In Xero, go to Reporting \u2192 Account Transactions<\/strong>.<\/p>\n\n\n\n Configure the report with these four settings:<\/p>\n\n\n\n Click Update<\/strong> to generate the report, then Export as Excel<\/strong>. (This report has no CSV export option.)<\/p>\n\n\n\n Which columns to select depends on whether your Xero organisation has multi-currency enabled:<\/p>\n\n\n\n\n
Assisted Transaction Reconciliation for Xero vs Manual mode<\/h2>\n\n\n\n
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Step 1 \u2014 Export the Account Transactions report from Xero<\/h2>\n\n\n\n
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