How to Connect Invoices Generated on StoriiCare to Xero
Connecting StoriiCare to Xero: A Step-by-Step Guide
Integrating StoriiCare with Xero can streamline your invoicing process, ensuring efficient financial management. This guide will walk you through the steps to export invoices from StoriiCare and import them into Xero using the bulk action functionality. The CSV export is specifically designed for compatibility with Xero, making data transfer seamless.
Steps to Export and Import Invoices
1. Login to StoriiCare:
- Access your StoriiCare account with your credentials.
2. Navigate to the Billing Section:
- Click on the Billing option from the side menu.
3. Go to the Invoice Tab:
- Locate and select the Invoice tab within the Billing section.
4. Use Multiselect to Choose Invoices:
- Click on the "Multi Select" option to select the invoices you wish to export.
5. Initiate the Bulk Action:
- Click on Bulk Actions located at the top right corner of the page.
- Select the Xero Export option from the dropdown menu.
6. Import the File to Xero:
- Open Xero and navigate to the Invoices tab.
- Click on the Import button at the top of the page.
- Upload the CSV file downloaded from StoriiCare.
- Configure whether your invoices are Tax Exclusive or Inclusive to match your StoriiCare settings.
- Click on Import to complete the process.
For a visual walkthrough, please watch the video below.
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YouTube Privacy PolicyThis guide should help you to start using Xero CSV Export. Should you require further assistance or have questions, please contact our support team for assistance using our Live Chat or send an email to support@storii.com.