Integrating Xero Sync Error – Account has been archived, or has been deleted with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
Issue: Xero transactions will not sync over and come up with this error above in the Event Log. This is specific to situations where some invoices have synced over and others have not to the above account number.
Confirm This Guide will Help You:
1) Go to your Xero Settings in Workshop Software and confirm that this account is in the Rounding area.
2) In Xero, there are Workshop Software transactions in your bank Account general ledger. The invoices in the Event Log are the ones missing from this account.
3) Go to the invoice in Workshop Software that isn’t syncing over. Confirm that there is an amount to be rounded.
4) Go to an invoice that has synced over to Xero, and confirm that there is NO ROUNDING.
If all of the above are successful, this article will resolve your issue. If not, then please contact support at support@workshopsoftware.com , and attach the Event log to the email.
Resolution:
1) Go to Xero Settings in Workshop Software.
2) Change the Rounding Account to an account that is NOT a bank account.
3) Press Save to save the changes.
4) Press the Xero sync button to bring across the transactions.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.
What if this does not resolve the issue?
If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.
Related Articles
- Xero Sync Error Message – The specified contact details match an archived contact
- Xero Sync Error Message – Invoice not of valid status for creation
- Xero Sync Error Message – Associated parent record is not uploaded to Xero