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How do I reconcile journal entries data synced to Xero from TRES?
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Written by Rodrigo Varela
Updated over a week ago

TRES offers a specific report for reconciling your synced entries: the Post-Sync Report. To generate the report, go to the Reporting module on the left-hand side of the screen. Then, click the Create button in the top-right corner.
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Once in the reporting screen, select Post-Sync Journal Format. In Xero, generate and download the trial balance for the COA (Chart of Accounts) that was synced from TRES and for the corresponding time period.
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Compare the balances in each COA from TRES with the balances in the corresponding COA in Xero to ensure everything reconciles.

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