TaxConnect
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Guide

Upload Invoices from Excel

Last updated: Last reviewed: 4 min read

Before you start, prepare a CSV or XLSX file with the right columns. Use this guide when you do not have a live accounting connection; for the overview, see Connect Accounting.

Overview

File import is best for one-off uploads, testing, or organizations that keep books outside Xero and QuickBooks Online. After upload, TaxConnect validates rows, applies your tax mapping, and sends the batch onward.

Prepare your file

  • Use .csv or .xlsx.
  • Keep one row per line item.
  • Match your taxType values to existing tax mappings and verify the format in the sandbox first.

Need a template?The marketing Excel import page shows the public-facing summary and feature context.

Import the file

  1. Open Invoices inside the target organization.
  2. Choose Import from CSV/Excel and authorize the upload if prompted.
  3. Select your file and review validation results before submission.

If you need to reconnect a source later, return to the parent guide and update the connection first. Common errors usually come from missing columns or mismatched tax values.