How to Update Zato After Correcting a Transaction in Xero

Journals should normally be raised in Zato first and synced out to Xero, not the other way round. Where a genuine correction has already been made directly in Xero, here's how to bring it back into Zato.

Updating Zato from a Xero correction

1. Navigate to the client's screen, or the affected workpaper.

2. Click Sync with Partner.

3. Select Xero from the list of available partners.

4. Confirm the sync; the affected balance in Zato refreshes to reflect the Xero-side correction.

Avoid using this as your normal workflow. Posting directly in Xero and relying on a sync back should be reserved for genuine after-the-fact corrections, not routine journal entry.