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Xero Export Errors and How to Resolve Them

  • Updated

Below are some common Xero export errors you may see when exporting transactions from Float. Each entry below explains what the error means and how to resolve it.

Please note: You must be an Administrator in Float to export transactions to Xero.

If you have any questions or you don’t see the error you’re encountering here, reach out to us at support@floatfinancial.com.

 

Where to see the Export Errors in Float:

Card Transactions:

  1. Transaction Export > Ready to Export
  2. Select the transaction > Export Requirements
  3. The export error will be displayed in the "Export Errors" section

Bill Pay:

  1. Bill Pay > Payments or All Bills
  2. Select the bill.
  3. The export error will be displayed at the top of the bill

Reimbursements:

  1. Reimbursements > Payments or All Reports
  2. Select the report.
  3. The export error will be displayed at the top of the report

 

Common Export Errors and How to Resolve Them:

Accounting Period has Closed

Accounting Sync has Failed

Invalid Account Type Used

You have reached the limit of invoices you can approve

 

Accounting Period has Closed

How to resolve:

  • Unlock the accounting period in Xero (if possible)
  • In Float, go to Settings > Accounting Sync > Sync
  • Transaction Exports > Ready for Export > Select "Export"

 

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.

How to resolve:

  • In Settings > Accounting Sync > Select the "Reconnect" button and follow the prompts to reconnect Xero to Float

 

Invalid Account Type Used

This error indicates that the accounts set up in Xero are not using the correct account types.

How to resolve:

  1. In Xero, open your Clearing Account > Set Account Type to Bank > Set the Type to Other
  2. In Float, go to Settings > Accounting Sync > Sync
  3. Go to Bill Pay > Payments or All Bills > Open the bill
  4. Select the "Re-Export" button

 

You have reached the limit of invoices you can approve

That Xero error means you've hit your monthly limit for approved invoices on your current plan (usually Starter or Trial), which is typically around 20. 

To fix it, either upgrade your Xero plan for more capacity or unpublish and reschedule invoices for next month.

 

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