FAQ - ‘TaxType field is mandatory. 'Account code or ID must be specified’ error exporting to Xero

 

TaxType field is mandatory. 'Account code or ID must be specified’

This is usually because when a New product is added into Xero without the 'Sales Account' or 'Tax Code' set

Setting a Product up in Xero

In Xero, click Business / Product & Services and search for the product.

Click Edit and add a Sales Account (For instance ‘200 – Wholesale’) and the Tax Rate which you have applied to the product in Cybake (such as ‘Standard 20%’). Finally hit Save

Setting up Multiple Products in Xero

If there is more than one new product you can Export your list of Products from Xero to CSV and then Import it back into Xero

Again, head to Business / Products & Services - And click Export / CSV

With the CSV open, set against the I (SalesAccount) and J (SalesTaxRate) columns. 

Hit Save when you have finished

Head back to Xero Business / Products & Services - And click Import / Items

Drag or Upload the CSV and click Next

Complete Import