How to Import Customer Invoices in Xero

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In this lesson, we’re going to cover how to import customer invoices in Xero.

1:03 Steps to Import Customer Invoices
1:24 Step 1: Download Invoices Template File
1:35 Step 2: Copy Your Invoices into the Template
2:01 How to Enter Information to the Template
7:19 Tips for Importing Customer Invoices
8:51 Step 3: Import the Updated File

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[anastasialopez]

Thank you for this video! I'm brand new to Xero after a current customer switched from QB DT to Xero. I have found the videos & other learning materials that Xero provides are not at all thorough. I was able to get a better understanding of how to import invoices after watching this 13+ minute video than the handful of hours I've already spent reading/ Xero's learning materials. Thank you again!

[Onthewight]

Thanks for much for doing these videos! - They've been really, really useful when we've been trying to understand how to get Xero working for us. Really helpful

[niueankid]

Hi does the invoicenumber field have to be a number ? or can we create this as a textnumber combination

[candygoldblatt]

Are you not able to manually import invoices directly to the invoice field in xero? Is it mandatory to import invoices through this example provided?

[MultiMitsubishi]

Now we uploaded the invoices
We have receipts, how can we upload them and close them invoices??

[clarasalassa]

I still confuse, my question is, why if i wrong type some transaction in excel and then the data already input in xero, so how i can change the data? Example i wrong write debit to be credit. And i wanna change it, can anyone help me?

[sharonhughes]

this is so much work, why cant you simply upload the original invoice?

[nottjunke]

Video does not deal with different VAT rates and amounts. It does not explain why VAT amounts cannot be entered