Import your invoices into QuickBooks or Xero

Your bookkeeper wants your invoices in QuickBooks or Xero. This file gets them there without typing them in again: each one is laid out the way QuickBooks Online or Xero reads an invoice file. It's on every plan.

1. 1

   Pick your dates

   On Invoices, tap QuickBooks or Xero. Pick From and To, like one month, or leave them empty for everything.

2. 2

   Pick how your dates read

   Under Dates written like, pick the order your books use: 11/30/2026 (month first) or 30/11/2026 (day first).

3. 3

   QuickBooks: get ready

   In QuickBooks, add a service called Cleaning under Products and services in the gear menu. Charge sales tax? Add one called Sales tax too, and ask your bookkeeper which account it goes to. To keep your invoice numbers, turn on Custom transaction numbers in your QuickBooks settings.

4. 4

   QuickBooks: import

   In Busy Book, tap For QuickBooks Online. In QuickBooks, tap the gear, then Import data, then Invoices. Upload the file, pick the same date order, tick Add new customers, check each field lines up, and start the import.

5. 5

   Xero: import

   Type your Xero sales account code if you like (like 200), then tap For Xero. In Xero, go to Sales, then Invoices, then Import. Pick the file, choose Tax exclusive, and tap Import.

6. 6

   Approve and mark paid

   Xero brings them in as drafts, so approve them. Neither one imports payments from a file, so each invoice's Memo (QuickBooks) or Reference (Xero) says what was paid in Busy Book and how. Mark those paid in your books.