Xero error: Account must be valid; Tax rate must be valid

Problem Statement

Sync from Chargebee to Xero fails with "[Xero] 1) Account must be valid. 2) Tax rate must be valid". Correct account and tax mapping is required.

Solution

In Manage Mapping for the Xero integration:

1. Payments & Refunds must be mapped to a bank account (from Xero).
2. Invoice line items must be mapped to a revenue/sales account (from Xero).

If either mapping uses an invalid account type (e.g. not a bank for payments, or not a revenue/sales account for line items), this error appears.

Steps to Set It Up

1. In Chargebee, go to Apps → Xero → Manage Mapping. Ensure the account code used for invoice line items is a revenue or sales account from Xero’s Chart of Accounts
2. Ensure the account code used for invoice line items is a revenue or sales account from Xero's Chart of Accounts.
3. Ensure payments and refunds are mapped to a bank account.
4. Save and retry the sync.