How do I import my accounting data into Xero?
In order to import your accounting information into Xero, you need to first export the information into a CSV file within TutorCruncher and make sure to select the detailed export type.
Exporting Accounting CSV within TutorCruncher.
Note: Previously, when exporting Accounting data, we used the Net amount for lessons on the exports. However, due to how rounding works on TutorCruncher, this sometimes meant the total line items in the export didn’t exactly match the full invoice amount shown in TutorCruncher.
To resolve this, exports now use Gross amounts which means the exported data will now correctly match the actual invoice total you see in TutorCruncher.
Once that CSV file has been downloaded, you will need to log into your Xero account and navigate to Business > Invoices.
You will then be redirected to a new page containing a list of all of the Invoices linked to your Xero account. To import or update the Invoices recorded on your account, select the Import tab.
Importing accounting data into Xero.
This will redirect you to a page breaking down the steps needed to import a CSV file into Xero.
Importing accounting data into Xero.
You'll need to first select the ‘browse’ tab and select the CSV you downloaded from TutorCruncher.
You’ll also need to make sure that the UnitAmount Field is Tax Inclusive (i.e. Gross). This step is VERY important because the default setting in Xero is to treat values as Tax Exclusive (i.e. Net), which would result in incorrect totals if not changed.
Once you click on Import, Xero will notify you of how many Invoices are being imported as well as any issues that are linked to any of those Invoices. Click Complete Import to complete the import.
Your invoicing data should now be successfully linked to your Xero account.