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Xero help
Start from the exact symptom, preserve the audit trail, and confirm product behavior against current Xero documentation before changing reconciled or historical records.
Reviewed diagnostic paths
Configure the organisation, conversion date, chart of accounts, tax, users, opening balances, bank feeds, and close routine in a controlled order.
Open diagnostic pathConnect invoice creation, approval, delivery, customer payment, processor settlement, fees, and bank reconciliation.
Open diagnostic pathSet up tasks, staff cost rates, time, expenses, quotes, invoices, permissions, and project-profitability evidence.
Open diagnostic pathConfirm the regional payroll workflow, then validate employees, pay items, mappings, first run, funding, filings, and ledger reconciliation.
Open diagnostic pathEvaluate connected apps by permissions, source-of-truth rules, mapping, exceptions, reconciliation, monitoring, and exit controls.
Open diagnostic pathConfirm whether the duplication is in the imported statement or the accounting transactions, remove only the duplicate line, and verify the bank balance afterward.
Open diagnostic pathUse Xero’s reconciliation reports to separate missing statement lines, duplicate records, wrong matches, and timing differences before changing transactions.
Open diagnostic pathCheck the contact address, send history, bounce notification, and recipient filtering without recreating the invoice or duplicating revenue.
Open diagnostic pathRestore an archived account when appropriate or remap the workflow to an active account without erasing historical reporting.
Open diagnostic pathCheck the organisation connection, Hubdoc role, document fields, account mapping, tax treatment, and existing transaction before republishing.
Open diagnostic pathIdentify the system of record, connection owner, failed object, and last successful sync before reconnecting or replaying data.
Open diagnostic pathTrace employee identity, pay-calendar, earnings, leave, tracking, and connection-owner mismatches before replaying payroll data.
Open diagnostic pathSeparate rate timing, rounding, manual overrides, report-date conversion, and realised or unrealised currency effects before editing a transaction.
Open diagnostic pathUse these only when the workflow calls for an export, comparison, cleanup, or controlled import. Keep the original file and validate the result before posting.
Browse the complete tools hubReformat a bank CSV for a controlled Xero statement import.
Check: Import only the verified missing range and retain the bank’s original file.
Scan a statement file for repeated rows before import.
Check: Compare results with both Xero and the bank; the tool cannot see records already in Xero.
Prepare QBO or OFX bank data as Xero-compatible CSV for migration or gap recovery.
Check: Validate dates, signs, currencies, and overlap before importing.
Clean and inspect Xero CSV exports for analysis or a planned migration.
Check: A cleaned file is not an accounting backup and should not overwrite the original export.
Back up or export before deleting, unreconciling, remapping, restoring, or replaying data. Involve your accountant when a filed return, payroll, closed period, or material balance changes.
Ledger Clinic is independent of the software publishers. Articles identify the product and region, link first-party instructions, separate facts from judgment, and state when the safe next step is support.