Upload a file

Upload files to the file library and to individual transactions and items in Xero. Each file must be less than 25MB. Your user role determines your access to files.

File types you can upload

You can upload most standard file types into Xero. You can't upload executable, audio or video files.

File types you can upload
  • BMP
  • CSV
  • DOC
  • DOCX
  • EML
  • GIF
  • JPEG
  • JPG
  • KEYNOTE
  • MSG
  • NUMBERS
  • ODF
  • ODS
  • ODT
  • PAGES
  • PDF
  • PNG
  • PPT
  • PPTX
  • RAR
  • RTF
  • RTF/TEXT
  • TIF
  • TIFF
  • TXT
  • XLS
  • XLSX
  • ZIP
  • 7Z

Upload a file to the file library

  1. From the header, click the file icon Image showing the file icon.
  2. Upload one or more files:
    • Locate the file you've saved to your computer and drag it into the Files screen.

      Image of a file being dragged into the Files screen.

    • Click Upload Files, then browse and attach your files.

      Image of the + Upload files button and Upload Files button.

Once you've uploaded files to the library, you can attach them to a transaction or item.

You'll need to save any email attachments that you want to upload into Xero to your computer first. You can then drag and drop to attach.

Upload a file directly to a transaction, item or account

You can upload files to invoices, quotes, bills, expense receipts, manual journals, inventory items, your contacts, and accounts in your chart of accounts.

  1. Open your transaction or item. Click the account balance in the YTD column to open an account in your chart of accounts.
  2. Upload one or more files:
    • Locate the files you've saved to your computer and drag them into the Xero screen.

      Image showing file being dragged onto screen

    • Click the file attachment icon Image showing file attachment icon. and Upload files, then browse and attach your files.

      Image showing files icon and +Upload files selected

Once you've uploaded files to a transaction, item or account, you can include them in the customer's online invoice, quote, credit note or prepayment.

If you upload a file directly to a transaction or item, it won't be saved in the file library.

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