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Converting from QuickBooks to Xero

Self-paced learning
Launch course

5 Migration credits

Free

Learning objectives

In this course, you'll learn how to prepare a client's QuickBooks file for conversion, the changes you'll see once the file has converted to Xero, and what you'll want to check in Xero before getting to work.

Course outline

    • Preparing a file for conversion
    • Uploading a client file
    • Differences in data
    • Preparing to work in a client file in Xero

Pre-course preparations

Recommended: complete Xero Migration Certification

Topics covered

  • Reporting
  • Conversion

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