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Feature · Xero: Month-end, ready for Xero.

Export the month’s finalised tax invoices as a CSV in Xero’s sales-invoice import layout, so your bookkeeper can import them instead of rekeying. A direct Xero connection is planned.

See the sample Xero exportBook a demo
suitebook-xero-invoices.csv
CSV
*ContactName,*InvoiceNumber,*InvoiceDate,Description,*UnitAmount,*TaxType
Hartwell Cardiology Pty Ltd,INV-1041,31/10/2026,Consult 1 sessions,320.00,GST on Income
R Mehra Medical Services Pty Ltd,INV-1042,31/10/2026,Consult 2 sessions,180.00,GST on Income
Illustration using fictional demo data. Account code and tax type are placeholders.

The problem

  • Every invoice is entered twice: once to send, once in Xero.
  • Rekeying introduces typos in amounts and contact names.
  • The bookkeeper waits for month-end figures.

What SuiteBook does

Labelled honestly: “In the demo” means you can try it now. “Planned” means it is not built yet.

Xero sales-invoice CSV

In the demo
Contact name, email, invoice number, dates, description, quantity, unit amount, account code, tax type and currency, in Xero’s import column layout.

One row per line item

In the demo
Each line on a SuiteBook invoice becomes a line on the Xero invoice, so the detail carries across.

Your codes

In the demo
Account code and tax type in the demo are placeholders. Set them with your bookkeeper before you rely on them.

Direct Xero sync

Planned
Push invoices to Xero automatically and keep payment status in step.

How it works

  1. 1

    Finalise the month

    Tax invoices are issued in SuiteBook.

  2. 2

    Export

    Download the CSV for the month.

  3. 3

    Import

    Use Xero’s sales-invoice import.

  4. 4

    Reconcile

    Match payments in Xero as usual.

Good to know

  • The demo does not connect to Xero. It produces a CSV file only.
  • Check the account code (placeholder: 200) and tax type with your bookkeeper.

See a month close in SuiteBook

SuiteBook tracks every sessional booking across your consult and procedure rooms, applies each specialist’s dated arrangement, and closes month-end with GST tax invoices ready for Xero.

Book a demoTry the live demo