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How to fix export errors

  • Updated

Export errors occur when a transaction cannot be sent to your accounting software (Xero, MYOB Account Right, or QuickBooks). Fixing them quickly keeps your books accurate and your transaction history clean.

Before You Start

You'll need Admin or Accountant access in Weel to resolve most export errors. You may also need access to your accounting software to make changes there (for example, unlocking a period or unreconciling a transaction).

Steps

1. Locate the export error

  1. Open the Transactions page in Weel.
  2. Look for any transaction tagged with an Export Error label in the accounting export column.
  3. Hover over the Export Error label, or open the transaction, to read the specific error message.

2. Identify and fix the error

Each error message explains what went wrong. Find your error below and follow the relevant steps.

Unmapped category selected

The expense category has not been mapped to your chart of accounts.

  1. Go to Settings > Chart of Accounts.
  2. Map the category to the correct accounting code.
  3. The transaction will automatically re-sync once the category is mapped.
     

The accounting period is locked in accounting software

The transaction falls within a period that has been closed in your accounting software.

  1. Open your accounting software (Xero, MYOB, or QuickBooks).
  2. Unlock the relevant accounting period.
  3. Return to Weel, open the transaction, and click the Manual Re-sync button.
     

The transaction has been deleted in the accounting software

The transaction was removed from your accounting software after it was exported.

  1. Open the transaction in Weel.
  2. Click the Manual Re-sync button to re-export it.
     

Updates to the transaction cannot export because it is already reconciled

A change was made in Weel to a transaction that has already been reconciled in your accounting software.

  1. Open your accounting software and unreconcile the transaction.
  2. Return to Weel, open the transaction, and click the Manual Re-sync button.
     

GST amount is incorrect

The GST recorded in Weel does not match what your accounting software expects.

  1. Open the transaction in Weel and check the GST amount is correct.
  2. Update the amount if needed.
  3. Click the Manual Re-sync button.
     

Amount changed on clearing and split expense details are out of date

The final cleared amount differs from the original authorised amount, making split expense details outdated.

  1. Open the transaction in Weel.
  2. Update all out-of-date split expense details.
  3. The transaction will automatically re-sync once all splits are updated.
     

The accounting software connection has been lost

Weel has lost its connection to your accounting software.

  1. Go to Settings > Integrations.
  2. Reconnect your accounting software.
  3. The transaction will automatically re-sync once the connection is restored.
     

The selected category is mapped to a deleted accounting code

The accounting code that the category was mapped to no longer exists in your chart of accounts.

  1. Go to Settings > Chart of Accounts.
  2. Re-map the category to an active accounting code.
  3. The transaction will automatically re-sync.
     

No category selected

The transaction has no expense category assigned.

  1. Open the transaction in Weel.
  2. Select an appropriate expense category.
  3. The transaction will automatically re-sync.
     

Transactions are missing from accounting software

Some transactions did not export during a sync period.

  1. Go to Settings > Integrations.
  2. Re-connect your accounting software.
  3. Any missing transactions will automatically re-sync.
     

Manual sync required

No automatic resolution is available for this error.

  1. Open the transaction in Weel.
  2. Click the Manual Re-sync button to push the transaction to your accounting software.

 

What Happens Next

Once you have followed the steps for your error type, Weel will either automatically re-sync the transaction or prompt you to click the Manual Re-sync button. After a successful re-sync, the Export Error label will be removed and the transaction will appear in your accounting software.

If the error persists after following these steps, check that your accounting software integration is still active under Settings > Integrations.

 

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