How to import Receipts into Xero, using Business Importer

import Receipts into Xero using Business Importer

Import Receipts into Xero fast and easy, using Business Importer.

How to with Business Importer in 5 simple steps

To import Receipts 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 employees 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 Receipts into Xero

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

Import Receipts into Xero: choose the list

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

Import Receipts into Xero: mapping

*Xero labels – Xero fields at Receipts that are required to be filled in.

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

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

Import Receipts into Xero: preview and change if necessary

 

*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.

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

import Bank Transfers into Xero: Result

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

Import Receipts into Xero: check out the result

 

Or check out the results at your Xero account.

Import Receipts into Xero: importer Receipts

How-to Guide – How to import Receipts into Xero

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

Import Receipts into Xero: how to guide

Xero Field Business Importer Name Description Example
Contact Contact name You need to provide the ContactID or ContactNumber of an existing contact. Travis Waldron
Date Date Date format: dd/MM/yyyy, e.g. 20/05/2015.You can change it on Settings page. 20/05/2015
Receipt Number Receipt Number Sequence number for receipt REC-001
Reference Reference Additional reference number 1234-5678-999
Amount Types Amounts are Valid values: Exclusive, Inclusive, NoTax. Inclusive
Subtotal SubTotal Total of receipt excluding taxes 230.00
Total Total Total of receipt tax inclusive (i.e. SubTotal + TotalTax) 300.00
Total Tax Total Tax Total tax on receipt 70.00
User User email The user in the organisation that the expense claim receipt is for. JohnJohnson@gmail.com
Line Line: Account Code AccountCode must be active for the organisation. AccountCodes can only be applied to a receipt when the ShowInExpenseClaims value is true. Bank Accounts can not be applied to receipts. 604
Line: Description Free form text description of the line item that appears in the printed record. Maximum of 4000 chars. New receipt
Line: Unit price Unit price of the subject item as referenced by ItemRef. 100.00
Line: Amount The amount of the line item. If you wish to omit either of the or you can provide a LineAmount and Xero will calculate the missing amount for you. 300.00
Line: Quantity Number of items for the line. 3
Line: Tracking option The name of the tracking option Marketing, East
Line: Tax Type Used as an override if the default Tax Code for the selected is not correct. Valid values: INPUT, NONE, OUTPUT, GSTONIMPORTS (Global). INPUT

Check out the Receipts import results

There are 5 types of import results.

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Errors in the Receipts import into Xero

The most common errors and the ways to solve them.
There are 3 the most common errors made by our clients when they import Receipts to Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem Error occurs Solution Correct example
Invalid account code. Account code ‘260’ is not a valid code for this document. Please, provide a valid account conde for Receipt. 400
Line:Quantity*Line: Unit Price = Line:Amount The line total 50.00 does not match the expected line total 49.00. Please,make sure that Quantity*Unit Price = Amount 5*6=30
No description.  The description field is mandatory for each line item. Please, provide description for this item. New boxes with balls.

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

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