Skip to main content
All CollectionsFinanceFinance Settings
Nursery accounting exports
Nursery accounting exports

Export CSV invoices through Blossom made up of Child Reference Codes, Account Codes, and specific exports to Xero, Sage 50, and Quickbooks.

Abbie avatar
Written by Abbie
Updated over a week ago

Nursery accounting exports

Export invoices and credit notes from Blossom as a CSV file including Child Reference Codes, Account Codes, and exports compatible with Xero, Sage 50, and Quickbooks.

Child Reference Codes

You can add children’s unique reference codes which will match your accounting software. The codes are automatically populated by default unless manually edited by the user.

Where can the reference codes be found?

For a specific child:

  • Children > select Child > General information (Edit) > Reference code is found at the bottom.

For all children:

  • More > Settings > Finance > Child reference codes > You can edit codes on this page.

Account Codes

All invoice items will include account/nominal codes that are compatible with various accounting software. These codes will be displayed in the invoice exports.

To view or change your account codes:

  • More > Settings > Finance > Account codes.

Finance Export

Finance data can be exported as a CSV file for specific integration with Xero, Sage50, and Quickbooks, as well as a general export that includes all data.

  • Go to Finance > Invoices > Export

Note: If the option to export to QuickBooks is not visible, please reach out to our support team for assistance.

Export invoices compatible with accounting software:

  • Finance > Invoices > 3 dots: Export > select General (all data), Xero, Sage50, or Quickbooks > input date range > select a specific child or all children > select staff member whose email the export will be sent to > choose to export Invoices and/or Credit notes > Send Export.

Exporting invoices to Xero and Sage 50

If you are still having difficulties exporting your accounting data and you find that the steps explained above are not clear - don't worry - we are here to help you with that. We have created a video simulation that explains step by step how you can export your accounting data to Sage 50 or to Xero in a few seconds.

Exported CSV

  • Remember, depending on the accounting tool the columns in the CSV export are designed to differ accordingly.

  • Nurseries will get a breakdown per line item.

  • The CSV will recognise positive and negative values for invoices and credit notes.

Importing invoices

Importing invoices into Sage 50

Importing invoices into Xero

Did this answer your question?