If you encounter sync errors while connecting Venn to QuickBooks or Xero, follow these steps:
1. Refresh your accounting connection:
Step 1: Go to Venn "Accounting"
Step 2: Select the icon (curved arrows) to update the accounting data in Venn.
Step 3: Select “Sync to QuickBooks” or “Sync to Xero” to push the latest transactions to your accounting software.
2. Check your transaction categories:
The error may occur if a relevant category wasn’t selected.
Before syncing, ensure each transaction in Venn is assigned a proper category from your accounting software’s list of classifications.
3. Disconnect and reconnect Venn:
If refreshing and correcting categories doesn’t resolve the issue:
Step 1: Go to Venn "Settings Accounting"
Step 2: Select "Disconnect" to either QuickBooks or Xero
Step 3: Select "Connect" to either QuickBooks or Xero
⚠️ Important:
Disconnecting may cause some transactions to lose their categories in your accounting software, requiring you to reassign them.
4. Export and manually import transactions:
If syncing still doesn’t work, you can manually export your transactions from Venn and upload them into your accounting software:
Step 1: Go to Venn "Transactions"
Step 2: If required, filter for your desired transactions
Step 3: Select the down arrow button on the top right of the page to export your transactions into a .csv file