Start migrating
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
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 Opening Balances
Load opening balances into Xero quickly and easily using Xero’s Conversion Toolbox. Take a look at our short How to use the Conversion Toolbox online course helps you through each step.
If you’re converting a lot of clients in one go we can help by outsourcing the processing for you, email us for more information.
Converting transactions from other software
We have solutions available for a variety of source software:
- Move from Sage or Quickbooks for free with Movemybooks
- If your clients are using FreeAgent/Openbooks, Kashflow, 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.
Get started
Get in touch
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