Can multiple line items be grouped (e.g. same COA) for import into Xero as a single line item?

bluesheets does not group multiple line items for import into Xero as single line items as we extract full line item level detail and have the capability to map and post all line items coded to the right GL code automatically.

You can choose from posting just the top-line data (Total) or the individual line items as one entry in Xero or for the individual line item to be posted as separate entries in Xero

  • Single (Header values): Only the "Total" value data is exported 
  • Multiple (Line items): The full output of all the line items are exported  
  • Multiple Separate (Line items as separate documents): The full output of all the line items are exported and each line is exported as a separate entry in Xero 

Our robust item option functionality will allow you to assign different account codes to different line items within a document

*Rules specified under Item Options will overwrite the default Xero account code setting