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