When you connect your Wise business account with an accounting integration, such as Xero or QuickBooks, transactions from the day of connection onwards will be synced. All of the Wise currency balances you’ve chosen to connect will sync in this way.
For example, if you connected your Wise account on the 1st of January, all transactions that appear on your balance activity from the 1st January will be synced.
Can I sync older transactions?
Yes you can — to sync previous transactions:
Go to Sync options and status from your Connection settings.
From here, you’ll see the option to choose an earlier start date — up to one year.
If you want to sync transactions that are older than one year, you can manually upload your older Wise statements. To do this:
Download a statement in PDF or CSV format for every currency you've activated or hold a Wise balance in.
Follow the instructions provided by your connected accounting software — like Xero or QuickBooks — to import the statements.
Each platform has its own steps for importing files, so make sure to follow their specific instructions.