Know your options
When migrating a client to Xero you have a choice of different routes to getting in client data.
Once you know when you’re migrating a client to Xero be sure to set up their Xero organisation as completely as possible. Think about their chart of accounts, bank accounts, bank rules and any apps they would need to connect to to make their migration as seamless as possible.
Converting transactions from other software
We have solutions available for a variety of source software:
- Move from Sage, Kashflow or Quickbooks for free with Movemybooks
- If your clients are using FreeAgent/Openbooks, VT+ or TASBooks, use the links below to download the tools you need
Become a Xero migration expert
Take our self-paced e-learning courses courses, from preparing your practice and clients to completing migration. Add the badge to your advisor director profile to show how much you know.
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