How do I get invoice data into QuickBooks or Xero without retyping it?
By Tim White · How-to · Last updated
Extract and check the invoice fields, export a CSV in your accounting software's bill import layout, then import it through QuickBooks' or Xero's own import screen. InvoiceJet has export presets for the QuickBooks bill import layout and the Xero bill import template. It doesn't connect to either product directly.
1. Clear the review queue
Confirm any flagged fields first. Importing unchecked data just moves the checking into your accounting software, where fixing a posted bill takes longer.
2. Export the right layout
For QuickBooks, choose the line-item export: one row per line, dates as MM/DD/YYYY. For Xero, choose 'Xero bills': the bill import template with dates as DD/MM/YYYY. Filter by period and, if you keep books for several clients, by client tag.
3. Fill in the account codes
Both exports leave the account column blank, since InvoiceJet doesn't assign GL codes. Fill it in, or let your accounting software apply each vendor's default expense account on import.
4. Import
Use your accounting software's bill import screen. On the first import, check vendor names. If the CSV says 'Acme Inc' and your vendor list says 'Acme, Inc.', you'll get a second vendor. Tidy names once and later imports go through cleanly.
Common questions
Does InvoiceJet integrate directly with QuickBooks or Xero?
No. It exports CSV files in their import layouts. Developers can also use the REST API and webhooks to build their own sync.
Will importing create duplicate bills?
It can if you import the same period twice. Export each period once, or filter by date so a re-import only includes new bills.
Sources
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