Easily convert your client's accounting data

No matter what accounting platform your clients are converting from, use the methods provided below to ensure a smooth conversion experience.

Converting clients one by one

Converting from Quickbooks

  1. Create a new client organization in Xero: Log in to Xero Partner Edition, select “+ New Organization"
  2. Select “Move from QuickBooks for free” and you’ll be prompted to upload your data
  3. Once the tool successfully converts your client’s data, take over the subscription to complete setup

Converting from all other providers

  1. Create a new client organization in Xero: Log in to Xero Partner Edition, select “+ New Organization"
  2. Within Xero’s guided setup, convert your client’s chart of accounts using the CSV template provided and input account balances
  3. Once you complete the guided setup, import any unpaid invoices or bills using the CSV templates provided in Xero

Conversion tips

Use manual journals for comparative reporting

Add comparative balances using manual journals for subsequent month-over-month and year-over-year reporting.

Learn how to enter manual journals here.

Upload any historical data into Xero files

The Xero file library allows you to easily access your client’s historical financials that were not necessary for conversion. Xero files supports popular file types like CSV, XLS, ZIP and even IIF for your clients converting from QuickBooks.

Learn more about Xero files.

Converting clients in bulk

Let us do the heavy lifting. Moving more than five clients at a time? Let Xero's professional services team convert your clients into Xero, set up their financial settings and create a custom chart of accounts. Contact your Xero account manager to get started.

Log in to Xero to see your account manager

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.