Move from QuickBooks to Xero in a few easy steps
Worried about switching software? The free tool lets you convert from QuickBooks to Xero with full confidence. Just follow the steps to securely migrate your historical data. Then find all the right numbers at your fingertips in Xero, ready to breeze through your financial admin.
Your technical guide to moving to Xero
There are three options for a QuickBooks to Xero data migration. Let’s see how they compare before going through the steps for the switch.
Jet Start – Xero’s conversion partner
Automate the migration of your business’s historical data with this free tool.
A fresh start conversion
Got messy or patchy data? Start your bookkeeping with a clean slate in Xero.
The Xero Conversion Toolbox
Take full control of the data conversion process with this method, suitable for accounting professionals.
Sign up for a free Xero trial
This gives you the account you need to begin the migration process. It’s quick and easy to get going.
- Try Xero for a 30-day free trial
- No credit card needed
- Get 24/7 online support
Prepare your data
While your data is still in QuickBooks, make sure it’s up-to-date and accurate before the conversion. For example:
- Reconcile your bank and credit card accounts – so all your balances match
- Review your accounts receivable and payable – and apply any credit notes
- Check your inventory and sales tax – are the balances correct? Have you filed your returns?
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Choose the conversion method that suits you
Option one: Jet Convert
As our conversion partner, Jet Convert has helped 80,000 businesses move to Xero. The process combines automated and manual checks for spot-on results, giving Xero users full confidence. And it’s free to transfer your current and prior fiscal year of financial records.
- Records include your Chart of Accounts, contacts, and historical transactions like bills and invoices
- Migration takes between 20 minutes and five business days
- You can contact Jet Convert’s customer support with any questions
Option two: a fresh start conversion
Maybe you’ve got messy data in QuickBooks. Maybe you simply want to start from scratch. This option lets you enter your business’s account balances directly from your most recent tax return. No worrying about migrating unreliable numbers. Just a quick way to get going with Xero software.
- Avoid migrating large volumes of data, including any corrupted, incomplete or inaccurate data
- Start with a clean slate so you can focus on the future of your business
- Just hold onto your old QuickBooks data file for IRS compliance
Option three: Xero Conversion Toolbox
Are you an accountant or bookkeeper? Take full control of the QuickBooks to Xero migration by manually preparing and importing the data yourself. Handle complex QuickBooks files and multiple data sets – like your Chart of Accounts, contacts, and historical transactions – with care and flexibility.
- Use CSV files to manually import data
- Make sure all transactional detail is kept and mapped to the new Xero organization
- Upload multiple CSV files at once to save time
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FAQs on converting from QuickBooks to Xero
There’s no best method – it depends on your specific needs. Jet Convert offers a fast, automated migration of your historical data. A fresh start conversion allows for a clean slate if your QuickBooks data is patchy or unorganized. Finally, the Xero Conversion Toolbox suits accounting professionals who want full control over the data import process using CSV files.
There’s no best method – it depends on your specific needs. Jet Convert offers a fast, automated migration of your historical data. A fresh start conversion allows for a clean slate if your QuickBooks data is patchy or unorganized. Finally, the Xero Conversion Toolbox suits accounting professionals who want full control over the data import process using CSV files.
et Convert can migrate your current and prior fiscal year of transactional data. A fresh start conversion doesn’t migrate any old data – you simply enter your most recent financial balances. Meanwhile, the Xero Conversion Toolbox allows you to import historical data from CSV files, so you can potentially import as much as you have available, depending on your Xero subscription. If you need to import several years of data or more than 6,000 items, please contact Xero for assistance.
Import inventory items using the Conversion Toolboxet Convert can migrate your current and prior fiscal year of transactional data. A fresh start conversion doesn’t migrate any old data – you simply enter your most recent financial balances. Meanwhile, the Xero Conversion Toolbox allows you to import historical data from CSV files, so you can potentially import as much as you have available, depending on your Xero subscription. If you need to import several years of data or more than 6,000 items, please contact Xero for assistance.
Import inventory items using the Conversion ToolboxYes! It’s free to migrate your current and prior fiscal year of transaction data from QuickBooks to Xero. This is because Xero subsidizes the cost of the data migration service for new users. You may have to pay an additional fee to migrate more than two years of data.
Yes! It’s free to migrate your current and prior fiscal year of transaction data from QuickBooks to Xero. This is because Xero subsidizes the cost of the data migration service for new users. You may have to pay an additional fee to migrate more than two years of data.
All three conversion methods let you transfer your essential lists, including your Chart of Accounts and your customer and supplier contact information. Jet Convert automates this process, while the other methods require you to import this data manually.
All three conversion methods let you transfer your essential lists, including your Chart of Accounts and your customer and supplier contact information. Jet Convert automates this process, while the other methods require you to import this data manually.
Jet Convert migrations are typically completed within a few business days. A fresh start conversion might take a few hours, as you only need to enter your starting balances. The time needed to use the Xero Conversion Toolbox depends on the complexity of your data and how long it takes you to prepare your CSV files.
Jet Convert migrations are typically completed within a few business days. A fresh start conversion might take a few hours, as you only need to enter your starting balances. The time needed to use the Xero Conversion Toolbox depends on the complexity of your data and how long it takes you to prepare your CSV files.
You don’t need an accounting background to use the Jet Convert or fresh start method. But the Xero Conversion Toolbox does require an accountant or bookkeeper to handle the technical side of importing your financial data.
You don’t need an accounting background to use the Jet Convert or fresh start method. But the Xero Conversion Toolbox does require an accountant or bookkeeper to handle the technical side of importing your financial data.
Yes – a Xero-certified accountant or bookkeeper can manage the entire migration process for you. They can help you choose the right method, clean up your data beforehand, and ensure a seamless transition with minimal disruption to your business.
Find an accountant near youYes – a Xero-certified accountant or bookkeeper can manage the entire migration process for you. They can help you choose the right method, clean up your data beforehand, and ensure a seamless transition with minimal disruption to your business.
Find an accountant near youAbsolutely! Jet Convert is an official Xero migration partner and uses secure, encrypted processes to handle your data. If you use the other methods, your data is kept secure within your personal Xero account.
Absolutely! Jet Convert is an official Xero migration partner and uses secure, encrypted processes to handle your data. If you use the other methods, your data is kept secure within your personal Xero account.
Your payroll information will not migrate as part of these conversions. You’ll need to set up your payroll system and enter employee details directly to Xero.
Your payroll information will not migrate as part of these conversions. You’ll need to set up your payroll system and enter employee details directly to Xero.
Jet Convert offers a support period to help you with any issues. For other methods, you can ask your accountant or contact Xero's customer support for advice.
Jet Convert offers a support period to help you with any issues. For other methods, you can ask your accountant or contact Xero's customer support for advice.
Get one month free
Sign up to any Xero plan, and we will give you the first month free.