MWJ Consulting provides professional support services for the accounting programs Xero, Sage, QuickBooks, Quicken, TurboTax, Kashflow, TurboCash, etc. To fix problems and mistakes in your program, call us right away if you need software support.

1. MWJ Consultancy

2. HowToImport & ModifyXeroImport Invoices
Online?

3. A functionofyourprogramthat allowsyouto quicklyimport
variousinvoicesis calledXeroImportinvoices.In some
circumstances,youmightusesoftwareto organizeseveralbills.
Forsmallenterprises,Xerogivestheoptionto importinvoices.
Spendingtimeand effortmanagingthe customer'sinvoicesis
necessary.
In Xero,importclientinvoices
If youhaveto dealwith a lotof customerbills,importingthemis
simple.It is simpletoimportinvoicesintothesoftware.Putthe
informationto theCSVfile,thenimportit quickly.Completethe
stepslistedbelow:

4. StepsforInvoiceImport
ImportthefileintoXeroafteryouhavefilledoutthetemplatewithall
of thecustomer'sinformation.Followthe instructionsbelow:
• Thefirststepis to choosethe Invoicesoptionunderthe
Businessmenu.
• Next,selecttheCSVFilefromthefolderbyclickingtheBrowse
option.
• Next,selecttheContactInformationand Unitamountcolumns
as needed.
• ClicktheImportbuttonnow.
• ReviewtheXerowarningonimportinginvoicesafterthat
• Finally,pressthe CompleteImportbutton.

5. UseConversionToolboxto Import XeroBills&
Invoices
Usetheconversiontoolkitto importinvoicesintoXero.Youutilize
theclient'soldaccountingsystemdataduringthisoperation.With
thedata,youuseXeroto constructthebills,creditnotes,and
invoices.Todothat,followtheseeasysteps:
Makepurchaseandsalesinvoices
MakingXeroimportsalesinvoicesandfilesisthe mainstepin the
procedure.To createinvoicefiles,followtheseinstructions:

6. • Openthe Conversiontoolboxfirst
• To connectto Xero,tap thebuttononcemore.
• Choosethe client'sorganizationnext,andthenpress"Grantaccessfor30
minutes."
• A buttonto importinvoiceswillthenappear.To proceed,adhereto the
directionsdisplayedon the screen.
• choosePleaseclickthe followinglinkto seean exampleinvoicefiletemplate.
• Openthe templateand makethenecessarychangesforyour
business.
• Finally,pressonthe SaveoptiontosavethefileinCSVformat

7. ImportinvoicesfromXeroclients
It'ssimpleforyouto finishtheinvoiceimportintoXeroprocedurewhenyou've
preparedthenecessaryfiles.Observetheseactions:
• opentheConversiontoolboxfirst
• PresstheReadyTo ConnectToXerobuttonat thistime
• Then,pickthe client'sbusinessandclick"GrantAccessfor30Minutes."
• Nowselectthefileto uploadbyclickingonImportInvoices.
• Next,pickthedesktopimportfileand pressthe"StartConversion"button.
• Next,choosethe statusandimporttypeforinvoices.
• If youchoosenot to importdetail,choosetheFieldthat correspondsto each
of theimportfile'scolumns.Afterward,selectNone.

8. • Now,matchyourImportedtaxtypesto yourXerotaxtypes
• Thenextstepisto mapyourXeroaccountcodesandimportedaccountnames.
Choosethe "NextStep"link
• Checktheimportinvoicepreviewoneagain,thentap Complete.
Supplierinvoicesforimports
It issimpleto importsupplierinvoicesintotheXeroaccountingprogram.To importthe
supplier'sbillsintoXero,followthesesteps:
• First,openyourXerosoftwareandselectSuppliersfromthe dashboard'sleft
side
• Nowselectthefileyouwant to importintoXerobyclickingtheImporttab
• Builda mapbetweenthe importsupplierfile'scolumnsand fieldsnext
• Finally,clickthe Importoption

9. Dataon supplierinvoicesthat youimportedwillbeavailableforusein the future.
IntothePracticeManager,Xeroimportsinvoices:
Youmustproducethe invoicesinorderto importthemintothe practicemanagement.Tocreate
accurateinvoices,youcanalsoinputthe creditsandpayments.
• To start,chooseSettingsfromtheBusinessmenu
• ClicktheXerooptionundertheConnectionstab
• To automaticallyimportthe invoices,checktheboxnextto theInvoicePayments
• selectthe AutomaticallyImportInvoicesFromXerooption
• In thedescriptionareaofallimportedinvoices,typethedescriptionyou
desire
• To completetheprocedure,selectSaveandthenhit ImportPayments

10. Conclusion
MWJConsultingoffersprofessionalsupportservicesforthe accounting
programsXero,Sage,QuickBooks,Quicken,TurboTax, Kashflow,
TurboCash,etc.To fixproblemsandmistakesinyourprogram,callour
expertat anytime.Callusrightawayif youneedsoftwaresupport.
Formoreinformation,
Visit www.mwjconsultancy.co.uk/
Mail- info@mwjconsultancy.co.uk
Callusat +448000548150