---
title: Xero – Import Customer Invoices from Usked
description: "**Create and Send Customer Invoices via Bulk Import** ### **Purpose** This procedure explains how to import customer invoices in bulk into Xero, review them, approve them, and send them to customers. **System Access** **System:** [XERO](https://login.xero.com/identity/user/login?ReturnUrl=%2Fidentity%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dxero_business_go%26redirect_uri%3Dhttps%253A%252F%252Fgo.xero.com%252Foidc%252Fcallback.html%26response_type%3Dcode%26scope%3Dopenid%2520profile%2520email%2520xero_frontend-apis%2520xero_frontend-platform-apis%26state%3Dbbea3ad7672a433c9d8e7f6ac862862d%26code_challenge%3DwyLYZxgrRdU4-x3rP52lOWX1_42GLGtHPs2ld_Qjw_I%26code_challenge_method%3DS256%26response_mode%3Dquery) **Login:** Log in to Xero…"
url: "https://usked.com/kb/xero-import-customer-invoices-from-usked/"
updated: "2026-03-12"
category: "How-To Tutorials / Accounting Integrations"
---

# Xero – Import Customer Invoices from Usked

**Create and Send Customer Invoices via Bulk Import**

### **Purpose**

This procedure explains how to import customer invoices in bulk into Xero, review them, approve them, and send them to customers.

**System Access**

**System:** [XERO](https://login.xero.com/identity/user/login?ReturnUrl=%2Fidentity%2Fconnect%2Fauthorize%2Fcallback%3Fclient_id%3Dxero_business_go%26redirect_uri%3Dhttps%253A%252F%252Fgo.xero.com%252Foidc%252Fcallback.html%26response_type%3Dcode%26scope%3Dopenid%2520profile%2520email%2520xero_frontend-apis%2520xero_frontend-platform-apis%26state%3Dbbea3ad7672a433c9d8e7f6ac862862d%26code_challenge%3DwyLYZxgrRdU4-x3rP52lOWX1_42GLGtHPs2ld_Qjw_I%26code_challenge_method%3DS256%26response_mode%3Dquery)

**Login:** Log in to Xero using your assigned credentials.

Additional : [How to import sales invoices in bulk into Xero](https://www.youtube.com/watch?v=gSnW_QPACKk)

## **Procedure**

### **Step 1: Navigate to Invoice Import**

1. From the top menu, select **Sales**.
2. Click **Invoices**.
3. Click the **Import** button.

![image 8](https://usked.com/wp-content/uploads/2026/03/image-8-1024x392.png)

![image 11](https://usked.com/wp-content/uploads/2026/03/image-11-1024x473.png)

### **Step 2: Download the Import Template**

1. Select **Download template file**.
2. Save the template to your computer.

![image 12](https://usked.com/wp-content/uploads/2026/03/image-12-1024x674.png)

### **Step 3: Prepare Invoice Data**

1. Download the invoice export file from Usked (QuickBooks Invoice Export).
2. Open and copy and paste the invoice data into the Xero invoice import template.
3. Ensure all data matches the corresponding column headers in the Xero template.

**Field Mapping Tips (QuickBooks Export → Xero)**

***= Required field**

- *Customer → *ContactName*
- *RefNumber → *InvoiceNumber*
- *LineItem → InventoryItemCode*
- *LineUnitPrice → *UnitAmount*
- ***AccountCode***→ Use only valid numeric account codes from Xero’s Chart of Accounts.*
- ***TaxType***→ Use only tax types configured in Xero.*
  - *If the service is tax exempt, use:****Tax Exempt (0%)***

**Important:** Incorrect AccountCode or TaxType values will cause import errors.

![image 9](https://usked.com/wp-content/uploads/2026/03/image-9-1024x514.png)

### **Step 4: Import the Template File**

1. Return to **Sales > Invoices > Import**.
2.  Click **Browse** to select the file to import.
3. Choose whether to:

   - Update contact address details (Yes/No)
     1. Yes - New customer or changes to existing customer info
     2. No - Existing customer with no updates
   - Include or exclude taxes in the Unit Amount field
4. Click **Import**.
5. Click **Complete Import**.

![image 10](https://usked.com/wp-content/uploads/2026/03/image-10.png)

![image 13](https://usked.com/wp-content/uploads/2026/03/image-13-1024x319.png)

### **Step 5: Review Imported Invoices**

1. Navigate to **Sales > Invoices**.
2. Select the **Draft** tab.
3. Review each invoice for accuracy.
4. Click the invoice number to open and review details.
5. Make corrections if needed.

![image 16](https://usked.com/wp-content/uploads/2026/03/image-16-1024x488.png)

![image 20](https://usked.com/wp-content/uploads/2026/03/image-20-1024x533.png)

### **Step 6: Approve Invoices**

#### **Option A: Approve Immediately**

If the invoice is ready:

1. Click **Approve**.

#### **Option B: Submit for Approval**

If approval is required from another user:

1. Click the **Save & Close** dropdown.
2. Select **Submit for Approval**.

Once approved, invoices move to the **Awaiting Payment** tab.

![image 19](https://usked.com/wp-content/uploads/2026/03/image-19-1024x431.png)

![image 18](https://usked.com/wp-content/uploads/2026/03/image-18-1024x363.png)

### **Step 7: Email Invoices to Customers**

1. Go to **Sales > Invoices**.
2. Select the checkbox next to the invoice(s).
3. Click **Email**.
4. Follow the prompts to send.

You may send:

- Individual invoices, or
- Multiple invoices in bulk

![image 15](https://usked.com/wp-content/uploads/2026/03/image-15-1024x474.png)

![image 14](https://usked.com/wp-content/uploads/2026/03/image-14-1024x582.png)

![image 17](https://usked.com/wp-content/uploads/2026/03/image-17-1024x476.png)