Step by step
- Open Administration › Integrations, tab Accounting. Failed documents are listed under Not accepted by Xero (or QuickBooks), each with the reason. In Finance › Invoices they show Try again in the Xero column.
- Click the invoice number to open it, and fix the cause in SubClik or in your accounting system (see below).
- Press Try these again. You see "3 document(s) will be sent again within a few minutes."
Automatic retries
SubClik retries a failed document by itself, up to 8 times; the list shows "(tries again …)" with the time. After that, only Try these again sends it.
Needs attention
A red Needs attention label means the connection itself stopped working, for example access was removed in Xero or it expired. Press Connect again and sign in again.
For GoCardless and Stripe the message "refused the key. Paste a new one." means the key was deleted or changed; paste a new key in the box that appears.
Common reasons
The sales account code does not exist in Xero: fix Sales account code.
A VAT rate is not set up in your accounting system.
The period is locked in your accounting system.
Works together with
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.
- Change Xero or QuickBooks settingsChange the sales account, how invoices arrive in Xero, the QuickBooks item, and whether invoices are sent and payments brought back.
- Sync now or check payments nowSend waiting invoices to your accounting system and bring payments in straight away, instead of waiting for the automatic run every few minutes.
- Disconnect Xero, QuickBooks, GoCardless or StripeStop sending invoices or requesting payments through a connected account. Nothing already in that account is deleted.