This FAQ covers common questions about how bill and payment data are exported from Float to your accounting software, specifically for QuickBooks Online (QBO) and Xero.
Guide Overview
Can you export bill payments that have been exported to CSV?
Do reversed or failed payments sync to my accounting system?
- Accounting period has closed
- Accounting sync has failed
- Incomplete Bill Pay Configuration
- Business Validation Error: Unexpected Internal Error. (-37100)
- Business Validation Error: You can't use an Accounts Payable account on the detail portion of a Bill
Can you export bill payments that have been exported to CSV?
Yes. Exporting a bill to CSV will still allow it to sync to your accounting system.
Do reversed or failed payments sync to my accounting system?
No, reversed payments do not sync to QuickBooks Online (QBO) or Xero.
The bill will remain marked as "Unpaid" in your accounting system. However, depending on when the payment failed, a payment record may or may not appear in your accounting system.
Make sure to manually reconcile failed payments in your accounting system. You may need to remove or void partial payment records created before the failure occurred.
Common Export Errors
If your bill or payment fails to sync with QBO or Xero, Float will show the error message on the bill that is being pulled from QBO/Xero, as the issues are generally on the side of your accounting system. Below are common issues and how to fix them.
For more details on QuickBooks Online error messages and how to resolve them, visit this link.
Accounting period has closed
This error occurs when the bill or payment date falls within a locked or closed accounting period in QBO or Xero.
To resolve, you will have to unlock the period in your accounting system (if possible).
Accounting sync has failed
This is a general error message that you will see in Settings > Accounting Sync if there has been an issue with the connection between Float and your accounting system.
To resolve this, select the "Re-sync" button and follow the prompts to reconnect your accounting system to Float.
Incomplete Bill Pay Configuration
If you haven't completed your Xero or QBO configuration for Bill Pay, unpaid bills won't import. To ensure they are configured properly, see:
Configuring QuickBooks Online (QBO) for Bill Pay
Business Validation Error: Unexpected Internal Error. (-37100)
This error comes directly from QuickBooks Online (QBO) and usually relates to tax code configuration on the QBO side.
Even though the message is vague, we’ve found that this often happens when QBO’s pre-loaded tax codes are misconfigured or incompatible with the transaction.
To resolve it:
- Check the tax code used in Float on the bill
- If it doesn’t look right, try selecting a different tax code
- Save the bill and reschedule it to reattempt the export
If that doesn’t solve it:
- In QBO, create a new custom tax code appropriate to the transaction
- In Float, go to Settings > Accounting Sync > Sync to pull in the new tax code
- Edit the bill in Float, assign the new tax code, save it and re-export
Business Validation Error: You can't use an Accounts Payable account on the detail portion of a Bill
This error occurs when the Accounts Payable (A/P) GL account is mistakenly assigned to a line item on a bill.
In QBO, the A/P account is reserved for payment tracking and syncing details from Float to QBO in your Bill Pay settings.
To resolve it:
- If the bill is already scheduled for payment:
- Go to the Payments tab
- Click Unschedule to move it to the Unpaid tab
- In the Unpaid tab:
- Click the three-dot menu next to the bill
- Select Move to Drafts
- Once the bill is in Drafts:
- Edit the line item(s) and replace the Accounts Payable GL Code with the correct expense account
- Resubmit the bill for approval
- After approval, reschedule a Payment Date to retry the export
Still experiencing export issues or seeing an error not listed here?
Contact support@floatfinancial.com for assistance.