Step by step
- Open Administration › Integrations, tab Accounting, under the connected Xero or QuickBooks.
- In Also send invoices issued since pick the start date (it suggests 90 days ago).
- Press Send earlier invoices. You see "12 document(s) queued for Xero. They go within a few minutes."
Rules
The date must be within the last 13 months: "choose a date in the last 13 months".
Up to 500 documents per press. Documents already in your accounting system are not sent twice.
The integration must be connected first: "connect the integration first".
Tips
- Check with your accountant first: invoices already typed into Xero by hand would be there twice.
Works together with
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.
- Invoices not accepted by Xero or QuickBooksWhat to do when an invoice did not reach your accounting system, or the integration shows Needs attention.