Xero Bank or Credit Card Accounts Mapping to Wrong Account Type

Overview

At times, a user may find that Xero will have an account incorrectly appearing as an account in CREDIT CARD or BANK after syncing with Qvinci. The cause for this is the way the account was created in the chart of accounts in Xero. 

Xero does not delineate between Bank and Credit Card account types. All accounts simply appear as BANK in Xero. In order for Bank versus Credit Card accounts to sync accurately to Qvinci, Qvinci requires that the account be flagged as either an account in Bank or as an account in Credit Card. 

The way that Qvinci is able to determine if a Xero account is a Bank versus Credit Card account is based solely upon the bank account number or credit card number that is tied to the account name. 

If a user creates an account in Xero as a Bank type and inserts only 4 digits in the account number field, that account will default as being a Credit Card account type when it syncs to Qvinci. This may cause some accounts that should be found under the Bank in Qvinci to actually appear as Credit Cards. 

Fix or Reassign the Account Type

Step 1. Inside the Xero file, go to the accounting menu and select Advanced.

Step 2. Click Chart of Accounts and navigate to the account in question.

Step 3. Edit the bank account number shown so that it has more than 4 digits.

Step 4. Save the change and sync the Xero file to Qvinci again.

Upon the next successful sync, the previously shown Credit Card account will align into the Bank account type in Qvinci.

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