Converting one organization to Xero
1. Create a new client organization in Xero.
In order to add a new organization into Xero, log in to Xero Partner Edition and select “+ New Organization.”
2. Use Xero’s guided setup.
Within Xero’s guided setup, convert your client’s chart of accounts using the CSV template provided and input account balances.
3. DIY convert any unpaid invoices and bills.
Once you’ve completed the guided setup, import any unpaid invoices or bills using the CSV templates provided.
Use Manual Journals for comparative reporting
Use Manual Journals for subsequent month over month reporting, or simply key in the year over year figures along with your opening balances.
Upload any historical data into Xero Files
Xero Files allows you to easily access your clients’ historical financials that were not necessary for conversion. Xero Files supports popular file types like CSV, XLS, and ZIP.