useConversIontoolboXto IMportXerobIlls&InvoICes

Use the conversion toolkit to import invoices into Xero. You utilize the client's old accounting system data during this operation. With the data, you use Xero to construct the bills, credit notes, and invoices. To do that, follow these easy steps:

MakepurCHaseandsalesInvoICes

Making Xero import sales invoices and files is the main step in the procedure. To create invoice files, follow these instructions:

• Open the Conversion toolbox first

• To connect to Xero, tap the button once more.

• Choose the client's organization next, and then press "Grant access for 30 minutes."

• Finally, press on the Save option to save the file in CSV format

• choose Please click the following link to see an example invoice file template.

• Open the template and make the necessary changes for your business.

• A button to import invoices will then appear. To proceed, adhere to the directions displayed on the screen.