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 opening balances across

Follow step-by-step instructions using our Conversion Toolbox to move enough information to get started on Xero, such as opening trial balance, invoices and bills.

Get instructions

Carry out a full or partial migration

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

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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/OpenBooks

Kashflow

TASBooks

VT+

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