{"id":10980,"date":"2015-11-02T17:55:21","date_gmt":"2015-11-02T17:55:21","guid":{"rendered":"https:\/\/www.okappy.com\/?p=10980"},"modified":"2018-09-04T08:51:05","modified_gmt":"2018-09-04T07:51:05","slug":"how-to-export-your-invoice-from-okappy-to-xero-accounts","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/","title":{"rendered":"How to export your invoice to Xero accounts"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">How to export your invoice to Xero accounts<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>With Okappy, you can easily export invoices raised to external accounting packages such as <a href=\"http:\/\/www.sage.co.uk\/sage-50-accounts\">Sage Line 50<\/a>, <a href=\"http:\/\/www.okappy.com\/support-article\/export-your-invoice-to-quickbooks\/\">QuickBooks<\/a>, <a href=\"http:\/\/www.okappy.com\/support-article\/export-invoice-clearbooks\/\">Clearbooks<\/a>, <a href=\"http:\/\/www.okappy.com\/support-article\/export-your-invoice-to-kashflow\/\">Kashflow<\/a>\u00a0and <a href=\"https:\/\/www.xero.com\">Xero<\/a>.\u00a0\u00a0If you use Xero, check out our step-by-step guide showing how to export your invoice from our Okappy job management software to Xero accounts.<\/p>\n<p>First, raise an invoice. You can either <a href=\"http:\/\/www.okappy.com\/how-to-raise-an-invoice-from-a-job\/\">raise an invoice directly from a job<\/a> or <a href=\"http:\/\/www.okappy.com\/raise-ad-hoc-invoices-with-okappy\/\">raise a miscellaneous invoice<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-inv-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[41fded74af1a96d7145]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-inv-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><p>Once you have raised your invoices, scroll to the bottom of the invoice screen and click on the Xero icon ( <img class=\"lazyload size-full wp-image-13312\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%27330%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/xero-logo.png\" alt=\"Xero logo\" width=\"30\" height=\"30\" \/> ) to connect to Xero.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-connect-to-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[7caf39394fe18471691]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-connect-to-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>You&#8217;ll need to authorise Okappy in order to export your invoices to your Xero account.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-authorise-xero-okappy@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[4c97b8b06308b8e1da3]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-authorise-xero-okappy.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><p>When you click &#8216;Authorise&#8217;, you&#8217;ll be taken to the Xero website. Click &#8216;Authorise&#8217; again, Xero will check your user credentials and will re-direct you back to your Okappy invoices page.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-authorise-from-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[807e4df0176e2a1db42]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-authorise-from-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-5\" style=\"transform:translate3d(0,0,0);\"><p>Okappy is now connected to Xero. \u00a0You can now export your invoices to Xero by selecting the appropriate Xero account code and Tax rate then press &#8216;Update&#8217;.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-upload-invoice-to-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[ebe5a38e284e903d12b]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-upload-invoice-to-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-6\" style=\"transform:translate3d(0,0,0);\"><p>If you go back into Xero, you \u00a0can see the invoice that you have imported.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-6 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-screen-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[cdca7b95708ad7e0ece]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-screen-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-7\" style=\"transform:translate3d(0,0,0);\"><p>To view the invoice raised, you can view th details within Xero. \u00a0You can also easily link back to your invoices in Okappy by clicking the &#8216;Go to Okappy&#8217; button.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-7 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[b484e29d9207098c10e]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-8\" style=\"transform:translate3d(0,0,0);\"><p>In Okappy, simply go to the invoice screen, click on the more icon (<img class=\"lazyload size-full wp-image-14317\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2725%27%20height%3D%2720%27%20viewBox%3D%270%200%2025%2020%27%3E%3Crect%20width%3D%2725%27%20height%3D%27320%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" alt=\"3 orange dots\" width=\"25\" height=\"20\" \/> ) and &#8216;View invoice&#8217;.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-8 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-in-okappy-from-xero@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[d1452fecbc184ca6c56]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-invoice-in-okappy-from-xero.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-9\" style=\"transform:translate3d(0,0,0);\"><p>More information on <a href=\"http:\/\/www.okappy.com\/job-management\/\">Okappy Job Management<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step-by-step guide to exporting your invoice from Okappy job management software to Xero accounts<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to export your invoice from Okappy to Xero accounts<\/title>\n<meta name=\"description\" content=\"Here&#039;s our step-by-step guide to show how you can export your invoice from Okappy job management software to Xero accounts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to export your invoice from Okappy to Xero accounts\" \/>\n<meta property=\"og:description\" content=\"Here&#039;s our step-by-step guide to show how you can export your invoice from Okappy job management software to Xero accounts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\" \/>\n<meta property=\"og:site_name\" content=\"Okappy\" \/>\n<meta property=\"article:modified_time\" content=\"2018-09-04T07:51:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-inv-xero.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.okappy.com\/#organization\",\"name\":\"Okappy Limited\",\"url\":\"https:\/\/www.okappy.com\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/#logo\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"width\":452,\"height\":210,\"caption\":\"Okappy Limited\"},\"image\":{\"@id\":\"https:\/\/www.okappy.com\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.okappy.com\/#website\",\"url\":\"https:\/\/www.okappy.com\/\",\"name\":\"Okappy\",\"description\":\"Rethinking workforce management\",\"publisher\":{\"@id\":\"https:\/\/www.okappy.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.okappy.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/#primaryimage\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-inv-xero.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/web-screenshot-raise-inv-xero.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/#webpage\",\"url\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\",\"name\":\"How to export your invoice from Okappy to Xero accounts\",\"isPartOf\":{\"@id\":\"https:\/\/www.okappy.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/#primaryimage\"},\"datePublished\":\"2015-11-02T17:55:21+00:00\",\"dateModified\":\"2018-09-04T07:51:05+00:00\",\"description\":\"Here's our step-by-step guide to show how you can export your invoice from Okappy job management software to Xero accounts.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.okappy.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Portfolio\",\"item\":\"https:\/\/www.okappy.com\/support-article\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to export your invoice to Xero accounts\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","_links":{"self":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/10980"}],"collection":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio"}],"about":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/types\/avada_portfolio"}],"author":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/comments?post=10980"}],"version-history":[{"count":0,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/10980\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/media?parent=10980"}],"wp:term":[{"taxonomy":"portfolio_category","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_category?post=10980"},{"taxonomy":"portfolio_skills","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_skills?post=10980"},{"taxonomy":"portfolio_tags","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_tags?post=10980"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}