Pick a conversion method that suits your business needs
Convert one organization manually
Within Xero’s guided setup, you'll convert your client’s chart of accounts using the CSV template provided and input account balances.
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Use our conversion partner, Movemybooks (pilot)
Convert current and prior year transactions to a Xero Standard or Premium plan organization with Movemybooks, Xero's conversion partner in Canada.
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Convert multiple organizations in bulk
Are you an accountant converting your clients data? Get in touch with our team and let us do the heavy lifting.
Learn more
Converting one organization to Xero
Convert in three steps
Get started
Create a new organization in Xero
In order to add a new organization into Xero, log in to Xero Partner Edition and select “+ New Organization.”
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.
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.
Conversion tips
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.
Need help? Contact your Xero Account Manager
Converting between accounting systems can be complex. Contact your Xero Account Manager for any assistance needed. Not sure who your account manager is?
Pilot Xero’s conversion partner, Movemybooks
Canadian accountants and bookkeepers with clients using Sage 50 or QuickBooks Desktop can now convert up to 24 months of current and prior year transaction history to Xero Standard or Premium plan organizations with Movemybooks, Xero’s conversion partner in Canada. Standard conversions complete in approximately 2-3 business days.
Get started nowDuring the pilot, Movemybooks will convert the following data to new Xero Standard or Premium plan organizations:
Current and prior year transactions
Chart of accounts
Balances on chart of accounts
Customer and supplier contact details
Balances on customer and supplier accounts
Converting multiple organizations in bulk
If you're an accountant converting your clients data, our team can help by doing the heavy lifting.
Xero's Professional Services team will create the client organizations in Xero, set up the financial settings, and import a custom Chart of Accounts (if needed). All you need to do is input balances and begin using Xero.
To get started, get in touch with your account manager and start working with your partner consultant.
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