Quick summary
Xero allows users to import bills in bulk directly from a CSV file through the Bills to Pay section, eliminating the need to enter each bill manually. This step-by-step process covers navigating the Business menu, uploading your file, configuring contact and tax settings, and completing the import.
Steps
- On Xero's main dashboard, go to the top menu bar and click 'Business'.
- Select 'Bills to Pay' from the list of options.
- Click the drop-down arrow next to 'New Bill'.
- Choose 'Import from CSV' to proceed.
- Scroll down to the Step 3 section, then click 'Select File', locate your CSV file from your local folder, and upload it to the platform.
- Specify how you want to update contact details and select the appropriate tax type.
- Click 'Confirm' to continue.
- Click 'Complete Import' to finalise the process.
- After completing these steps, the selected bills will be imported into your Xero account.
