Export Invoices to Xero

Overview #

You can export and sync invoices from DocuClipper to Xero so they appear as Sales Invoices (ACCREC) or Bills (ACCPAY) in your Xero organization. This article covers connecting Xero and syncing a single invoice from the invoice detail page.

Prerequisites #

• A DocuClipper account with invoice conversion (Invoices/Receipts) and a linked Xero integration.
• If Xero is not connected yet, connect it under Settings → Manage Integrations (or when you first choose “Export to Xero” on an invoice).

Connect Xero #

1. Go to Settings in the sidebar, then Manage Integrations.
2. Find Xero and click to connect (or follow the in-app prompt when you select Export to Xero on an invoice).
3. Sign in to Xero and authorize DocuClipper. You can connect more than one Xero organization; select the one you want to use for this project.

Export a single invoice to Xero #

1. Open your project and go to the Invoices list.
2. Click the invoice you want to export to open the invoice detail view.
3. In the main form, set Export to to Xero (if your project has a linked Xero integration).
4. Choose Document type:
   • Sales Invoice (ACCREC) – For receivables (invoices you send to customers).
   • Bill (ACCPAY) – For payables (bills from vendors).
5. Map the fields: vendor or customer, and line items (description, amount, account/category, tax if applicable). Create new contacts or accounts in Xero if needed (the UI may offer “Create” when a name doesn’t exist).
6. When everything looks correct, click Sync to Xero (or Import, depending on the button label).
7. After a successful sync, the invoice is linked to Xero and you can open it in Xero from the link or status shown in DocuClipper.

Sync status and errors #

• If an invoice has already been synced to Xero, the UI usually shows a link or “Synced” status. You don’t need to sync it again unless you’ve made changes and want to update.
• If sync fails, check the error message. Common issues: missing required fields (e.g. category/account on a line item), invalid contact or account, or Xero connection/authorization. Fix the data and try again, or contact support@docuclipper.com.

Related articles #

• How to import invoices and receipts into QuickBooks Online – Similar flow for QuickBooks.
• Editing invoice data – How to edit fields before exporting.
• Setting up invoice rules – Automate category/product mapping for line items.