This guide will show you how to resync sales or transactions for a chosen date if your Phorest integration didn’t send data to Xero or QuickBooks.
To retry a failed sync, go to Manager > Integrations > Select either Xero or QuickBooks (whichever one you use) > Manage Integration.
Next, select Sync History, check the box next to the date(s) you wish to retry, then select Retry.
If You Are Using Xero
Any resynced entries sent to Xero will be created as Draft invoices/transactions. You will need to manually change these to Posted in Xero.
This does not affect QuickBooks. It’s specific to Xero, as Xero doesn’t allow resynced data to be automatically posted.
It is not possible to resync a journal that has already been posted, as Xero only allows resync attempts on draft journals.