An item is referencing a purchase account which does not exist in Xero.


Error Text: An item is referencing a purchase account which does not exist in Xero


Solution


Information you'll need..


1. Purchase order number & relating company name from relevant purchase order in ConnectWise that has caused the error.


Steps to take


From the Products section of the Setup of ConnectWise follow these steps:


1.1 Search for the product (from the Purchase Order that has caused the error). Take note of the Sub-category number of the product.



From the Setup Tables section of ConnectWise follow these steps:


2.1 Search the Tables for GL Accounts & click into it



2.2 Search the Record for the Sub-category number you took note of in 1.1



In this example, this needs to be a Revenue-Product/ Products: SubCategory/ 7.4 PROJ Consulting Service [I10}


2.3 Select an existing record that has the same Sub-Category & take note of the Account Number & COGS


From the Chart of Account in Xero cross reference the above Account & COGS numbers by doing a search on both numbers.


3.1 The above Account number should be the same as the below code for the Income


3.2 The above COGS number should be the same as the below code for the Expense



If the codes in Xero differ to the numbers in ConnectWise you will need to update ConnectWise.


4.1 From the Setup Tables section of ConnectWise in the GL Tables go back into the previous record & update the Account & COGS numbers to reflect the codes from Xero. Save & Close


5.1 Re-sync the PO to Xero