Xero Invoices - How to Bulk Import Invoices into Xero

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The Bookkeeping Channel

The Bookkeeping Channel

Күн бұрын

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Find out how to bulk import invoices into Xero using a CSV file and Xero's bulk invoice upload tool.

Пікірлер: 13
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
✅ Grab a copy of our FREE Xero Setup Guide right here: bit.ly/4d1yCLq 👉 Master Xero without getting stuck with The Ultimate Xero Course for Australia: bit.ly/4e4MghD ►► Do you wish you could get step-by-step instructions for setting up and using Xero quickly and easily? ►► Do you want clear explanations in plain English with all the information in one place? ►► Do you want to feel confident that you’re doing it right? 🚀 Then check out the step-by-step program for business owners to master Xero without getting stuck: bit.ly/4e4MghD
@Aliens4world
@Aliens4world Ай бұрын
Thanks for tutorial. Can we attach files like PDF automatically?
@liag3363
@liag3363 Ай бұрын
Hi im a bit confused about the quantity and unit amount is 1 and 10 from the invoice is not 1 and 100. so where is the 100 come from? if 1 x 10 =10 that is the right amount
@robiegenada4188
@robiegenada4188 Ай бұрын
How to bulk copy our invoice from our Xero main account to our 2nd Xero account, current we are doing it manually one bu one
@stellaching3383
@stellaching3383 Жыл бұрын
Hi Mark! Thank you for this tutorial! May i know what i should do if i have 10 items in 1 invoice and only 1 total amount? Meaning i do not have unit amount for each description and i only have a total amount for all the descriptions.
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
You need a seprate line for each item.
@lucymorris418
@lucymorris418 Жыл бұрын
Hi Mark - just wondering when I get to 'Step 3: Import the updated template file', and they ask 'Is the UnitAmount field tax inclusive or exclusive?', what do I select if i'm not registered for GST?
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
Inclusive
@gardenexhibitor9058
@gardenexhibitor9058 Жыл бұрын
How could I publish bulk bills from Hubdoc to Xero?
@aplamanus
@aplamanus Жыл бұрын
Hi Mark.. just wondering if there is any way we can upload an excel file from factoring agency to apply credits in bulk to multiple invoices. We receive funds from Factoring agency but for many invoices and it takes a long time to apply credits.
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
Try this: central.xero.com/s/article/Import-a-customer-credit-note-AU#2Copytheinformationintothetemplate
@madzf4726
@madzf4726 Жыл бұрын
Is there s way how to bulk import received money transactions? Thanks
@TheBookkeepingChannel
@TheBookkeepingChannel Жыл бұрын
Nope
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