How do I view which OFX transactions have synced to Xero?

When your OFX account is connected to Xero, transactions such as expenses, bills, and payments are automatically synced between the two platforms. You can check the sync status of each transaction directly within OFX to confirm whether it has been successfully sent to Xero.

Prerequisites:
Before you begin, ensure the following:

• You have permission to access the relevant sections (Expenses, Bills, or Payments) in your OFX account.

• Your OFX account is connected to Xero.

Next Steps:

To view which OFX transactions have synced to Xero, follow these steps:

1. Log into your OFX account.

2. Navigate to the relevant section:

   • For expenses: Go to the Expenses tab.

   • For bills: Go to the Bills section.

     

   • For payments: Go to the Payments section.

3. Check the transaction status:

   • Locate the transaction you want to review.

   • Look for the Status column or field. The following statuses indicate sync progress:

     • No sync yet: The transaction has not been synced yet to Xero.

     • Successful: The transaction has been successfully synced to Xero.

       

4. Review the Xero Sync Errors tab (if available):

   • Go to the Xero Sync Errors tab in OFX to view any transactions that failed to sync, along with the reason for failure.

     

   • Use this log to identify and address any issues preventing successful sync.

     

5. Cross-check in Xero (optional):

   • Log into your Xero account.

   • Navigate to the relevant section (Bills, Expenses, or Payments) and confirm that the transaction appears as expected.

What happens next:

• Transactions with a status of Successful in OFX have been successfully synced to Xero.

• Regularly monitoring sync statuses helps ensure your financial records remain accurate and up to date in both systems.

Why is this important:
Verifying which transactions have synced to Xero ensures your accounting records are complete and accurate. This helps prevent discrepancies during reconciliation, supports compliance, and provides confidence in your financial reporting.

Related FAQ Articles:

• How does the Xero Integration work for expenses

• How do I ensure my OFX account stays in Sync with Xero?

• What do the Xero sync errors mean?