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Can I exclude transactions from being exported to Xero?

You can exclude specific transactions from being exported by marking them as 'Ignore'.

How to exclude a specific transaction:

  1. From the left-hand side menu, go to Integrations, then Marketplace.
  2. Select View Report under your active Xero integration.
  3. Make sure you’re in the To export tab and click the transaction you’d like to ignore.
  4. Select Ignore selected.
  5. The transaction will move to the Ignored tab. You can always decide to un-exclude a transaction by following the instructions below.

How to include an excluded transaction:

  1. From the left-hand side menu, go to Integrations, then Marketplace.
  2. Select View Report under your active Xero integration.
  3. Make sure you're in the Ignored tab and click the transaction in question.
  4. Click Send back to review.
  5. The transaction will move to the To Export tab.

From here, you can export it to Xero as explained here: How can I export my transactions’ metadata to Xero (right side in Xero)? 

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