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How to use Export sales invoices to Xero / MYOB / QBO

Filter a payroll cycle's invoices, export, paste into the accounting system.

  1. Set up CoA external codes (once). Open Ledger → Chart of Accounts and set External code on each revenue + AR + GST row to match the accountant's system. This is shared with Journal export — set once, used by both.
  2. Open Ledger → Invoices. The list shows every invoice with status filters defaulting to Draft + Issued.
  3. Filter to the cycle. Open the filters panel; set Week ending to any date in the cycle (Sunday or whatever day is configured). The list narrows to that week's invoices.
    📷Screenshot: Invoices list filtered to a Week ending invoice-export_filter_week.png
  4. Tick the header. Select all visible. Drafts are filtered out of the export automatically — only ISSUED invoices flow.
  5. Bulk actions → Export selected → CSV. Pick the format: Xero, MYOB AccountRight, QuickBooks Online, or Generic.
    📷Screenshot: Export modal — Xero / MYOB / QBO / Generic sales-invoice formats invoice-export_format_picker.png
  6. The file downloads. Filename is <format>_invoices_<timestamp>.csv. Open in a text editor to spot-check before importing into the accounting system; the column shape matches the published Xero / MYOB / QBO template exactly.
    📷Screenshot: Xero Customer Invoices CSV — sample output invoice-export_xero_csv.png
  7. Import into the accounting system. Xero: Business → Invoices → Import. MYOB: File → Import → Sales. QBO: Settings → Import data → Invoices. Each imports as drafts that the accountant approves after review. Maximum file size varies (Xero 500 invoices, QBO 1000 rows / 100 invoices); split large batches if you hit the limit.
  8. Check the audit log. invoice_exports records every export with the week-ending date stamped on virtual batches. Query by week_ending to see what you've already handed to the accountant.
    📷Screenshot: invoice_exports audit log — what was exported when invoice-export_audit_log.png
📷Screenshot: Invoice export — how to use invoice-export_2.png

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