Exports
Send captured invoices, receipts, and credit notes to Google Drive, Google Sheets, OneDrive, QuickBooks, Xero, and Dynamics 365 Business Central.
Exports send your captured documents out of Inbox Ledger and into the tools your firm already uses. There are two families of export.
Two families of export
Cloud storage exports drop a copy of each document file into a connected account.
- Google Drive. Upload the original PDF into a Drive folder you pick.
- Google Sheets. Append each document as a row in a spreadsheet.
- OneDrive. Upload the original PDF into a OneDrive folder you pick.
Accounting exports push the extracted data into your bookkeeping ledger.
- QuickBooks. A pushed invoice becomes a Bill in QuickBooks Online.
- Xero. A pushed invoice becomes a draft Bill in Xero. This target is the Xero add-on at $15 per month, included in the Premium plan and the Firm tier, and it needs an active paid subscription.
- Dynamics 365 Business Central. A pushed invoice becomes a Purchase Invoice.
Credit notes are left out of the accounting push for now, so a credit is never booked as a bill. Cloud storage exports do carry them.
Connect an integration
Connecting any integration is an admin or owner action. Open Dashboard, then Settings, then the Integrations tab. Each provider has a Connect button that walks you through the provider's sign-in.
Connecting an integration requires the admin or owner role. Running an export on a document that is already captured is open to the member role and above.
Run an export
Export one document from its row menu in Documents. Open the row menu and pick Export to Drive, Export to OneDrive, Export to Sheets, Push to QuickBooks, Push to Xero, or Push to Dynamics 365.
To export several documents at once, select them in Documents and use the batch bar buttons labeled Drive, OneDrive, and Sheets, plus the accounting push buttons.
Signed totals in an export
Every export that carries amounts has two total columns. Total is the figure printed on the document, always positive. Signed Total is the same figure with the sign the document kind implies, so it is negative on a credit note and equal to Total on an invoice or a receipt.
Sum the Signed Total column when you want net spend. Sum Total when you want the face value of each document.
Automatic exports
Auto-export targets fire on every new document as it is captured, so a connected target keeps itself up to date without any clicks. A manual export that you run by hand does not retry on failure. If a manual export fails, run it again from the document.
An auto-push to Xero stops if the Xero add-on lapses, and the connection is kept so re-buying the add-on resumes it.
Related
Export to Google Drive
Upload original PDFs into a Drive folder.
Export to Google Sheets
Append each document as a spreadsheet row.
Push to QuickBooks, Xero, and Dynamics
Turn invoices into Bills and Purchase Invoices.
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