When syncing transactions from OFX to Xero, you may occasionally encounter failed sync attempts. These failures can occur due to missing or incorrect information, configuration issues, or temporary connection problems. Handling failed syncs promptly ensures your financial records remain accurate and up to date in both systems.

Prerequisites:
Before you begin, ensure the following:

• You have permission to view and edit bills, expenses, or payments and Xero sync requests in your OFX account.

• Access to the Xero Sync Errors tab in OFX, which provides error details and links to affected transactions.

Next Steps:

To handle failed sync attempts with Xero, follow these steps:

1. Log into your OFX account.

2. Navigate to the Xero Sync Errors tab:

   • Here, you’ll see a list of transactions that failed to sync, along with error messages.

     

3. Review the error message for each failed sync:

   • Common errors include:

     • Contact not found or archived in Xero

     • Invalid or missing account codes or tax rates

     • “More information required”

     • Unexpected error

       

4. Resolve the error based on the message:

   • Contact not found or archived: Unarchive or create the contact in Xero, then retry the sync.

   • Account code or tax type issues: Edit the transaction in OFX to provide valid account codes or tax rates, save changes, and retry the sync.

   • More information required: Ensure all required fields (such as account code, amount, tax type) are completed, then retry.

   • Unexpected error: Retry the sync. If the error persists, contact OFX Client Service for further assistance.

5. Retry the sync:

   • After making corrections, use the retry option in OFX to attempt syncing the transaction again.

6. Confirm resolution:

   • If the sync is successful, the transaction status will update to “Sent” or “Synced.”

   • If the sync fails again, review the updated error message and repeat the troubleshooting steps as needed.

7. Archive errors (if needed):

   • If you choose not to retry a failed sync, you can archive the error in the Xero Sync Errors tab to keep your error log organised.

Why is this important:
Promptly resolving failed syncs ensures your accounting records in Xero and OFX remain consistent and accurate. This supports compliance, simplifies reconciliation, and helps you avoid discrepancies that could impact financial reporting.

Related FAQ Articles:

• What do the Xero sync errors mean?

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

  How does the Xero Integration work for expenses