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How to export invoices to Xero

This walkthrough will help show you how to export invoices to Xero

Updated over 3 months ago

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While Monograph integrates with QuickBooks Online for invoicing purposes, there currently isn't an option for integrating with other accounting software, such as Xero.

For users with Xero, Monograph invoices can still be exported as a CSV in a format that is compatible with uploading to Xero.


Using the Xero Export

To export an invoice for Xero, first access the invoice by navigating to Money > Invoices and clicking on the specific invoice to export.

Once the invoice is open, go to the Invoice Preview page and click on the Export dropdown. From here, select Xero and a CSV formatted for Xero will be downloaded.

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