If you encounter sync errors while connecting Vault to QuickBooks or Xero, follow these steps to resolve the issue:

Step 1: Log into Vault

Step 2: From the side menu bar, select "Accounting"

Step 3: Select the icon (curved arrows) to update the accounting data in Vault.

Step 4: Select “Sync to QuickBooks” or “Sync to Xero” to push the latest transactions to your accounting software.

If you’re still experiencing sync errors after refreshing and attempting to sync again, you can try disconnecting and reconnecting Vault to QuickBooks/Xero.

⚠️ Important: Before disconnecting, be aware that this may require you to recategorize some transactions in your accounting software.

Step 1: Log into Vault

Step 2: From the side menu bar on the bottom left, select "Your Name" profile

Step 3: Select "Accounting" on the settings page

Step 4: Select "Disconnect" to either QuickBooks or Xero

Step 5: Select "Connect" to either QuickBooks or Xero