Connecting and using Xero is described in Connect Xero and Create Xero invoices. If something goes wrong, the message usually says what to do. Connection settings and invoices are for admins.
"Xero connection has expired" or "is not usable"
Xero connections need renewing from time to time, for example after a long period without use or if access was revoked in Xero. An admin goes to Settings → Integrations, chooses Reconnect and signs in to Xero again. The last error from Xero is also shown on that page.
"No Xero organisation was authorised"
Xero sent you back without access to any of its organisations, usually because its screen was closed before an organisation was chosen. Choose Connect to Xero (or Reconnect) again and, on Xero's page, select the organisation to connect.
"No Xero organisation selected"
If your Xero login has several Xero organisations, choose the right one in Xero organisation on the Integrations page and save.
"Set a default sales account code"
Every invoice line needs an account. Choose a Default sales account on the Integrations page, or give your sales categories an Accounting code under Settings → Tax & categories.
Tax rates don't match
Each of your tax rates is matched to a Xero tax rate with the same percentage. If the Tax rates table on the Integrations page shows Auto · no match, or Xero has several rates with the same percentage, choose the Xero rate yourself and save.
"The linked Xero contact no longer exists"
The contact was deleted or archived in Xero, or you connected a different Xero organisation. The link has been removed; choose an existing Xero contact or create one when raising the invoice, or relink the client. See Link clients and contacts to Xero.
"Invoices can only be raised once the quote has been accepted"
Accept the quote first, or record the acceptance on the customer's behalf.
"An invoice for the whole quote already exists"
Options already raised are marked already raised in the invoice dialog. Use Refresh in the quote's Invoices panel to update invoice statuses from Xero.
I can't see Create invoice in Xero
It only appears for admins, on accepted quotes, when Xero is connected. If Connect to Xero is greyed out, Xero isn't available on your account yet: contact support.
Last updated 19 October 2026