> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync to accounting

> Filter charges by Xero sync status and push reconciled charges with matched invoices to Xero.

After a charge is reconciled in ClearSpend, you can push it to **Xero** with its matched invoice attached. The **sync status tabs** on [Transactions](/features/transactions) show where each charge is in that pipeline.

This workflow is separate from **Evidence** and **Reconciled**, which track documentation and match quality inside ClearSpend. Sync tabs track readiness and outcome when sending records to your accounting system.

Today, push sync is available for **Xero**. ClearSpend does not replace Xero; it prepares reconciled charges so you can sync them when ready. See [Xero integration](/connect/xero).

## Sync status tabs

Tabs above the table on **Transactions** filter charges by sync status:

| Tab               | What it shows                                 | Typical next step                                       |
| ----------------- | --------------------------------------------- | ------------------------------------------------------- |
| **All**           | Every charge (no sync filter)                 | Reconcile or review as usual                            |
| **Needs Review**  | Not ready to push to Xero yet                 | Add a GL code, attach or confirm a match, then re-check |
| **Ready to Sync** | Reconciled with a GL code and matched invoice | Click **Sync to Xero**                                  |
| **Sync Error**    | A previous push to Xero failed                | Fix the issue, then retry **Sync to Xero**              |
| **Synced**        | Successfully pushed to Xero                   | Audit or no action needed                               |

### Ready to Sync requirements

A charge moves to **Ready to Sync** when it has:

1. A **chart of accounts (GL code)** assigned
2. A **matched invoice** linked to the charge

If either is missing, the charge stays in **Needs Review** until both are in place. Reconciliation alone does not move a charge to Ready to Sync.

Charges can come from any transaction source (Plaid, statement upload, or Xero). What matters is that they are reconciled in ClearSpend and ready to push.

## Sync to Xero

When [Xero is connected](/connect/xero) and you are on the **Ready to Sync** or **Sync Error** tab, click **Sync to Xero** in the toolbar.

ClearSpend pushes matched invoices for eligible charges to Xero without re-importing your full transaction feed. Progress runs in the background; refresh **Transactions** to see updated statuses.

Use **Sync Error** to find failed pushes and retry after fixing the underlying issue (for example, a missing bank account mapping or account code).

## Related workflows in ClearSpend

| Task                                | Where                                                              |
| ----------------------------------- | ------------------------------------------------------------------ |
| Attach or match an invoice          | [Matching invoices](/features/transactions-matching)               |
| Assign GL codes                     | Charge row or subscription detail (see [Xero](/connect/xero))      |
| Export a CSV for manual Xero import | [Filters, export & archive](/features/transactions-filters-export) |
| Import charges from Xero            | [Xero integration](/connect/xero)                                  |