How to import Manual Journals into Xero using Business Importer

manual journals

Import  into Xero fast and easy using Business Importer.

How to import Manual Journals into Xero with Business Importer in 5 simple steps

To import Manual Journals into Xero, please, follow 5 simple steps:

1. Sign in to Business Importer and connect it to Xero.

To connect Business Importer and Xero go to:

AccountsAdd companyXero

import Bills into Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

import Manual Journals into Xero

3. Choose the list in your Excel, which contains Manual Journals you want to import into Xero. Click on the Next button.

import Manual Journals into Xero

4. Select Company (you want to import to) and Entity (Manual Journals), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

import Manual Journals into Xero

*Xero labels – Xero fields in Manual Journals that are required to be filled in.

**Your labels – your spreadsheet columns containing all information on Manual Journals you want to import into Xero.

5. Review if the information is entered correctly and click on the Next button.

import Manual Journals into Xero

Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.

import Manual Journals into Xero

Check out your Manual Journals import into Xero result in your e-mail or in the Scheduled imports tab.

import Manual Journals into Xero

Or check the results out at your Xero account.

import Manual Journals into Xero

How-to Guide – How to import Manual Journals into Xero

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Invoices, Bills, Manual Journals, Purchase Orders, Receipts, Credit Notes, etc. you want to import into Xero.

import Manual Journals into Xero

Xero Field Business Importer Name Description Example
Narration Narration Description of journal being posted MJ-001
Date Date Date format: dd/MM/yyyy, e.g. 20/05/2015.You can change it on Settings page. Date journal was posted – YYYY-MM-DD 20/05/2015
Line Amount Types Amounts are Valid values: Exclusive, Inclusive, NoTax. Exclusive
Show On Cash Basis Reports Show on cash basis reports Valid values: true or false. Default is true if not specified. false
Status Status Valid values: DRAFT, POSTED, DELETED, VOIDED. POSTED
Url Url Url link to a source document – shown as “Go to [appName]” in the Xero app https://api.xero.com/api.xro/2.0/ManualJournals
Line Line: Account Code Alpha numeric account code e.g 200 or SALES 200
Line: Description Free form text description of the line item that appears in the printed record. Maximum of 4000 chars. It’s debit
Line: Amount The amount of the line item. 1000.00
Line: Tax Type Used as an override if the default Tax Code for the selected is not correct. Valid values: INPUT, NONE, OUTPUT, GSTONIMPORTS. OUTPUT

Check out the Manual Journals import results

There are 5 types of import results.

 import Invoices into QuickBooks Online

 Errors in the Manual Journals import

The most common errors and the ways to solve them.
There are 4 the most common errors made by our clients when they import Manual Journals into Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem Error occurs Solution Correct example
Total Debits = -(Total Credits) The total debits (130.00) must be equal total credits (-150.00) Please, provide equal numbers of debit and credit (with + and -) The total debits 150.00
No AccountCode provided The AccountCode field is mandatory Please, provide AccountCode for your Manual Journal. 090
No second line for the Manual Journal. A Manual Journal must contain at least 2 lines.  Please, provide a debit line and a credit line for each Manual Journal. New credit line.
A Manual Journal with the same number has been already created in your Xero account. Error during import ManualJournals. Please, update the Manual Journal information. Or provide a new number. MJ-012

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-3644 or write to support@cloudbusinessltd.com.

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