Importing accounting data into Xero for invoicing
- To download the appropriate payroll details for Xero, navigate to the Accounting tab.
- Once you have selected the specific range of payroll details you would like to download. Click the download button.
- The app will then prompt you to select the format you wish to download. In this example select the Xero format.
- The download will start and can be found in your downloads folder. The next step is to log onto your Xero portal and navigate to the invoices tab under the business section.
- Then click the import button in the top navigation bar.
- Then select the downloaded file, using the browse file button, then click import.