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.

Start your clients off fresh in Xero

By converting only the essential data, your clients’ financials will cleanly convert into Xero. For those that want to access all historical data from a previous provider, simply upload into Xero Files for future reference.

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I'm converting clients in bulk
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Converting clients one by one

Converting from QuickBooks

Get started
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Create a new client organization in Xero

Log in to Xero Partner Edition, select “+ New Organization”

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Use a free QuickBooks conversion tool

Select “Move from QuickBooks for free” and you’ll be prompted to upload your data.

Take a look at our QuickBooks file prep checklist before you begin: View here

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Complete account set up

Once the tool successfully converts your client’s data, take over the subscription to complete setup.

Converting from all other providers

Get started
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Create a new client organization in Xero

Log in to Xero Partner Edition, select “+ New Organization”

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Use Xero’s guided setup

Within Xero’s guided setup, convert your client’s chart of accounts using the CSV template provided and input account balances.

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DIY convert any unpaid invoices and bills

Once you completed the guided setup, import any unpaid invoices or bills using the CSV templates provided in Xero.

Conversion tips

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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

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Upload any historical data into Xero Files

Xero Files 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

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Need help? Contact your Xero Account Manager

Converting your clients between accounting systems can be complex. Contact your Xero Account Manager for any assistance needed.

Not sure who your account manager is?

Log in to Xero to see your Account Manager

 

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