Move from Xero

Prepare Xero exports and check your opening numbers.

0 of 5 done

1
Plan your move
Choose a transition date and check the records QixCount accepts.
- Plan your move and choose a start date
- Check what can and cannot move
2
Prepare Xero exports
Use separate working files, match account codes and check dates. Header recognition does not translate every value.
- Prepare exports from Xero
- Prepare and review an import file
3
Import accounts first
Check existing codes before reviewing and committing the account list.
- Import a chart of accounts
4
Import customers and vendors
A contact needed as both belongs in both separate files.
- Import customers
- Import vendors
5
Check the result
Compare the opening trial balance and outstanding documents with the old records before later activity. Nonprofit does this after support has planned and entered the opening ledger.
- Check your opening numbers against the old books

Before you start

Owners can import. Other members need the permissions for each import type.

The Import data screen lists customers and vendors before accounts. Import accounts first anyway.

Nonprofit can import customers, vendors and accounts only. Contact support to plan the opening ledger.

Compare the new opening numbers with your old records.