Index Radio Invoice For Free

in this video you'll learn how to import your contacts invoices and bills into Xero click contacts to begin zero automatically creates a contact when you enter a transaction this might be an invoice bill or reconciled cash transaction they will be stored as a customer supplier or both history is recorded for contacts each time they are used in a transaction you can create a contact manually by clicking add contact and entering their details you can bring contacts into Xero from your previous accounting system in bulk with the import template click import to download the template each row in the sheet corresponds to a contact in Xero the contact name column is a required field and is marked with an asterisk you can choose what information you include in the other columns fill in the template with the details every accounting system exports contact information differently so you might have to format the spreadsheet before you copy it to the Xero template save it as a CSV file type go back to zero and upload the file click import review the import information and if you're happy go ahead and click complete import next ed transactions for money you're owed from customers and money you owe to suppliers only add invoices and bills that are outstanding at the time you convert to zero or partially paid invoices and bills only enter the outstanding amount from business select and voices if you only have a couple of outstanding invoices or bills to enter it might be easier to add them one by one if you have a lot consider importing them for efficiency Xero has two separate but similar import templates for invoices and Bill's let's look at the steps for importing invoices you can use the same principles when importing bills click import to download the invoice import templates as with other Xero templates any column with an Asterix as a required field the other columns are optional and the level of detail you import is up to you copy invoices over from your exported information if you already have contacts in Xero make sure that the invoice contact names match zero exactly to avoid duplicates use your own unique invoice number sequence or the zero format the invoice number must be unique and count to be one you've already used in Xero if you need to enter an invoice it has separate line items you can use the same invoice number but separate lines in the template next into the invoice date and due date the values you enter in quantity unit amount and tax type will determine the total value of each invoice if you have any credit notes to import into the unit amounts as negative the tax type needs to be spelled exactly as it is in zero the account you assigned the invoice to must also exactly match the account code in your chart of accounts you can copy the code and text type from your chart of accounts to make sure it's accurate when you're done save the import template as a CSV file upload the file to zero if you've included contact information...