Around here, we want to make it super easy for you to move your existing clients to Xero. Why? Because we want you to leverage a beautiful accounting platform built for the cloud. Practitioners who are tired of forced migrations, sloppy upgrades and a confusing interface are now only a few clicks away from leaving it all behind for Xero.
“The conversion tool is awesome. We can convert a client’s existing file and bring over the year-to-date work and keep them operational with minimal time delay and no duplicate data entry.” – Mariah C. Venus, Director of Operations, BookKeeping Express.
With the release yesterday, Xero US Partners can submit a QuickBooks Pro, Premier, Mac or Online data file for automatic conversion.
Anytime, anywhere: It’s that easy
Feel free to convert a file anytime, anywhere. Simply follow these steps:
From within My Xero:
- Select “Add organization.” You will be given the option to upload a file. When you select QuickBooks from where you are converting from, you will be able to choose your file for conversion.
- Upload the file. We will email you an invite to view your newly, fully-populated Xero organization.
- Manage your conversions. After sending a file, visit the “Conversions” group which appears on the left side of your Green My Xero account. There, you can manage and check the status of all your conversions. Once a conversion is complete, you will automatically be invited to take over the subscription.
- Reconcile first. For the best outcomes, be sure that your QuickBooks file is reconciled prior to submission. For other tips, check out Xero U and our pre-conversion guidelines.
Current and prior fiscal year transactions are free
Conversion of all transactions from the current and prior fiscal year are always free. This allows you to produce all of the comparative reports for the prior year and to start using the beauty of Xero for your clients going forward. Now, you can manage client cashflows, be forward-looking and help advise them on how to grow their business.
If you need additional historical data, QuickBooks Enterprise conversions or other related conversion services, please email us at firstname.lastname@example.org.
The cloud awaits … and more
Regardless if you have a few clients or several dozen to move to Xero, you can now leverage the cloud and start managing them at your leisure.
And there’s still more. Stay tuned to our blog as we release additional ways to migrate your clients to Xero.