Import Invoices to Xero

To export your invoice in Xero Format:

1. Menu > Admin Options > Xero Accounts Export
2. The Xero Accounts page will open and all invoices ready for export will appear
3. Select the items you want to export using the checkboxes
   (There is a select all/none option, however if you do not select ANY, then the software will automatically select all for you)
4. Select Xero Export (from the menu at the top of the screen)
5. A .csv file will download. The filename will be a 12-digit number made up of the current timestamp, this is your batch number
6. Make a note of the batch number in case you need to roll back the export
7. Save the file to a folder where you can find it easily, such as Downloads or Desktop
8. Import the file into Xero using the standard Xero invoice import functions (steps below)
9. The selected invoices will no longer appear on the Xero Accounts Export page

To Import to Xero:

1. In Xero, go to Business > Invoices
2. Click Import (or use this URL)
3. Click Browse and locate the file you exported above
4. Choose the correct options (tax is usually included in the export, so the usual choice is Tax Exclusive)
5. Press Import
6. You will see a results page which will tell you if anything will fail, or if it is okay to proceed
7. Complete Import