If you have got the dreaded “Unable to upload transactions to your Xero account” email, then this one is for you!
There are a few reasons why this might happen. Please check that:
- The user firstname.lastname@example.org has been invited to the Xero account
- There is a new “Stripe” account in Xero which you created just for Silver Siphon (or you already had it for manual reconciliation). It should be visible on the dashboard of your Xero account
- Accounts must not be locked. If there is even one transaction in Stripe/Silver Siphon that overlaps with a locked period in Xero, the entire sync will fail*. You can set this by going to Settings -> Financial Settings in Xero
*This is because we missing one or two transaction causes a much bigger bookkeeping headache than missing an entire statement.