At times, a user may find that an account set up under account type BANK in Xero incorrectly appears as a CREDIT CARD (or vice versa) in 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. However, in order for Bank versus Credit Card accounts to accurately sync to Qvinci, Qvinci requires that the account be flagged as either Bank or 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 in question.
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 type in Qvinci to actually appear as Credit Cards.
The user may fix/reassign the account type by doing the following:
- Inside the Xero file, navigate to the Chart of Accounts and select the account in question
- Edit the bank account number shown so that it has more than 4 digits
- 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.