Export Expenses to Xero

Prerequisites

• ✓Before proceeding, please make sure you have uploaded expenses in the Expenses section
• ✓You must have an Xero account
• ✓You have access to the Reports page

Outcome

• Export your expenses in a format that Xero accepts, eliminating manual data entry.
• Quickly convert receipts and expenses into structured reports ready for accounting.
• Avoid mistakes caused by manual spreadsheet formatting.

Steps

1

Navigate to Reports

Start by navigating to the report page. For this, go to your dashboard and click on reports. You will find this in the main navigation section. When the report page opens, you will see four tabs. These will include: Expense Reports Bank Statement Reports Income Reports Tax & Compliance.

2

Click New Report

Now you will find a green button for new reports on the top right corner of this page. You can click on this to start creating a new report. After clicking on this button, a new report generation panel will appear. It will show all available options for customisation of your export.

3

Select Your Date Range

From this new panel, you can select the date range for which you need to export your expenses. There are two ways for this: the first one is Quick Select financial quarters (Q1-Q4). Secondly, you can enter a custom date range manually. If you don't select either, all existing expense records will be included.

4

Filter by Category (Optional)

Another incredible feature that you can find here is that you can apply a filter. You can select your expense type from the category section, either personal or business. When you select the specific date range and category on those expenses in that duration and category will export.

5

Click Xero Button

Once you are done with the category and date range of required data in the expense report, you can locate and click the Xero export button at the bottom of the report generation panel.

6

Import into Xero

Now you can download the file and import it directly into your Xero account.

7

Login to Xero and Access Import

Now go to Xero.com and access your account by logging in. After you log in, go to the bills import section on your dashboard. Important Note: This guide shows how to import CSV files into Xero. Screenshots are used for educational purposes only. We are not affiliated with or endorsed by Xero Limited. Xero is a registered trademark of Xero Limited.

This guide shows how to import CSV files into Xero. Screenshots are used for educational purposes only. We are not affiliated with or endorsed by Xero Limited. Xero is a registered trademark of Xero Limited.

8

Select Your CSV File

In the import section, upload the CSV file of your expense report that you exported from InstantReceipt.

9

Complete the Import

Once you have selected the file, you can review it and finalise the import of your expenses into Xero.

10

Verify Expenses in Xero

After you have imported the file into Xero, you can check that all your expenses have been imported into your Xero account. You can do this by reviewing your expenses section in Xero.