Start migrating – breaking up is easy

Once you’ve segmented your clients, they know why they’re moving to Xero and you’re ready to support them – bring them over to Xero.

Know your options

First, decide whether you’re going to:

Move only opening balances across – enough information to get started on Xero, such as opening trial balance, invoices and bills.

Carry out a full or partial transactional migration – include details of your client’s past transactions for a clearer view of their business.

Move opening balances easily

Use our Conversion Toolbox and follow step-by-step instructions to create opening balances in Xero.
 

GET INSTRUCTIONS

Migrate in bulk with AdvanceTrack

Migrate groups of opening balances, partial or full transactional histories with the minimum of fuss.
 

EMAIL US TO GET STARTED

A smooth transition from Sage and Quickbooks

You and your clients can be up and running with Xero in next to no time with MoveMyBooks.

Get started

Migrate transactions from other software

Xero can help you convert full or partial transactional balances from other accounting software that your clients may be using. Find the tools you need here.

FreeAgent

FreeAgent/OpenBooks

[Download .zip]

 

FreeAgent

Kashflow

[Download .zip]

 

 

Kashflow

TASBooks

[Download .zip]

 

 

Kashflow

VT+

[Download .zip]

 

 

If you need advice or guidance on any part of migrating your clients to Xero, get in touch with the team at partnerservices@xero.com

Become an expert in client migration – once you’ve completed your Xero Advisor Certification – add a Xero Migration badge on the advisor directory by taking our self-paced e-learning course.
Start the course