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Export xero to quickbooks desktop |
Export xero to quickbooks desktop
This article is for small businesses who use Xero. There are a couple of ways to convert from QuickBooks to Xero. The method you use will depend on the QuickBooks version you're converting, and where the business is based. We'll convert the file's data into Xero and set up your organization for you. You can't add your Quickbooks data to an existing Xero organization.
You'll need to create a new organization before you can upload your file. Conversion and organization setup typically happens in three hours, but may take up to a few business days depending on how much data you're converting.
We can convert your QuickBooks file if it meets these criteria:. QuickBooks files with one currency. Check that multicurrency in QuickBooks has never been turned on. Data for the current fiscal year, and the previous fiscal year if QuickBooks holds this data.
You can convert data from earlier fiscal years, for a cost, using one of our partners. You can see who provides this service in our Xero App Store xero. Now that you have checked we can convert your QuickBooks file, prepare your QuickBooks accounts.
Your file size must be less than 1GB. Click Choose File , then navigate to and select the QuickBooks file saved to your computer. We won't be able to convert the file if you enter the username and password of someone who doesn't hold the QuickBooks Administrator role.
Read the Terms of Use and select the checkbox to confirm this. Click Continue. Your QuickBooks file will now start uploading. If an error displays during conversion or if you just want to keep an eye on progress, you can view progress and fix errors in a QuickBooks to Xero conversion. Keep an eye on progress as you convert files for your company from QuickBooks to Xero while using Xero's electronic conversion process.
If there are any issues during conversion an error may display immediately, or while we convert the file and set up the organization. Click on the organization name, then select My Xero. Under Conversions , view the progress of your conversion. If a conversion error displays, click Fix errors for information about the error and which steps you need to take to fix it.
Under Conversions , click Cancel conversion. We'll send you an email to ask you to become the subscriber after we've converted your file and set up the organization. You will need to log in and accept the subscription transfer, where you will gain full access to your organization. When your trial period nears expiry, to continue using your organization, simply choose a pricing plan and enter your billing details. After you have become the subscriber, review the converted data.
When you have completed your QuickBooks to Xero conversion, it's important that you don't change the Conversion Balances and Conversion Date. Also avoid removing any converted transactions from your organization unless the Xero CX team asks you to do this.
Changes to this data can cause discrepancies in future reporting and account balances. Any transactions that you manually reconciled in QuickBooks will convert as unreconciled in Xero. Transactions missing information, such as the contact name, will also convert as unreconciled.
You will need to reconcile transactions in Xero that were reconciled in QuickBooks. We suggest you run a full trial balance in both Xero and QuickBooks for the end of the current month, and then compare the balances.
Sometimes converted invoices and bills lose details during conversion. When this happens, the invoices and bills display under the contact name 'No Contact' in Xero.
In Xero, run the aged payables and aged receivables detail reports as at the end of the current month. If there are aged payables or aged receivables for 'No Contact', run the same aged report in QuickBooks to compare the data. Enter bills and invoices in Xero so your aged payables and aged receivables reports in Xero match your QuickBooks reports. Create matching credit notes for 'No Contact'. Code the credit notes to your clearing account to reverse the 'No Contact' balance.
Add a credit note from a bill. Add a credit note from an invoice. Run the Balance Sheet to check the clearing account balance is zero. You may also see invoices and bills that were paid in Quickbooks, but now show as awaiting payment in Xero. In this case, payments will need to be applied again, and reconciled. Cleared credit notes in QuickBooks may convert into awaiting payment credit notes in Xero. If you do see this, find any awaiting payment credit notes and apply them to the matching invoice or bill , or record a cash refund.
Ask our community of customers, accountants and bookkeepers. Share your ideas and feedback to help us improve our products. Skip to main content Search icon Search Xero Central. Overview Xero's free conversion service moves your data from QuickBooks to Xero and sets up a Xero organization for you. If you're ready to start using Xero for your US business, use Xero's free conversion and organization setup. Necessary preparation Tidy up QuickBooks data - If you need to do accounting work to tidy up the file, do it before you convert to Xero.
For example, make sure you have fully reconciled all bank accounts and applied open credits to the correct invoices or bills. Ensure maximum of accounts in the chart of accounts including inactive accounts - If the chart of accounts has more that accounts, you'll need to remove some.
Do this by merging duplicate accounts and deleting inactive accounts. Make sure you select the Include inactive checkbox in your chart of accounts to list active and inactive accounts. Turn on account numbers - Account numbers in QuickBooks convert to account codes in Xero.
Xero requires account codes. Consider these tasks also Add account numbers to unnumbered accounts in your chart of accounts - If you leave any accounts unnumbered, we'll assign them a number based on the US GAAP numbering system. Renumber sub-accounts - For example, if the master account is numbered , renumber sub-accounts to Sign up for a Xero account. Add a new organization. Enter the name of your organization, then select the country where the organization pays taxes. Click Want to convert your QuickBooks data for free?
Tick Yes, convert my QuickBooks data. If the file has a password, enter the: QuickBooks Administrator Username QuickBooks Administrator Password We won't be able to convert the file if you enter the username and password of someone who doesn't hold the QuickBooks Administrator role.
Click Cancel Conversion to confirm. Check bank, credit card and PayPal accounts are reconciled as they were in QuickBooks Any transactions that you manually reconciled in QuickBooks will convert as unreconciled in Xero. Check account balances in Xero match account balances in QuickBooks We suggest you run a full trial balance in both Xero and QuickBooks for the end of the current month, and then compare the balances.
Find and fix unidentified invoices and bills Sometimes converted invoices and bills lose details during conversion. Use the correct contact details. Date your invoices and bills using the date before the conversion date.
Code your invoices and bills to a clearing account. Add a credit note from a bill Add a credit note from an invoice Run the Balance Sheet to check the clearing account balance is zero. Find unallocated credit notes in Xero that were cleared in QuickBooks Cleared credit notes in QuickBooks may convert into awaiting payment credit notes in Xero. What's next? Check how Xero processes data from QuickBooks. Was this page helpful? Yes , I found this page helpful No , I did not find this page helpful.
Still have questions? Contact Xero support Raise a case with our support team. Start a discussion Ask our community of customers, accountants and bookkeepers. Product Ideas - open link in new window Share your ideas and feedback to help us improve our products.
Export xero to quickbooks desktop
Data for the current fiscal year, and the previous fiscal year if QuickBooks holds this data. You can convert data from earlier fiscal years, for a cost, using one of our partners. You can see who provides this service in our Xero App Store xero.
Now that you have checked we can convert your QuickBooks file, prepare your QuickBooks accounts. Your file size must be less than 1GB. Click Choose File , then navigate to and select the QuickBooks file saved to your computer. We won't be able to convert the file if you enter the username and password of someone who doesn't hold the QuickBooks Administrator role. Read the Terms of Use and select the checkbox to confirm this.
Click Continue. Your QuickBooks file will now start uploading. If an error displays during conversion or if you just want to keep an eye on progress, you can view progress and fix errors in a QuickBooks to Xero conversion.
Keep an eye on progress as you convert files for your company from QuickBooks to Xero while using Xero's electronic conversion process. If there are any issues during conversion an error may display immediately, or while we convert the file and set up the organization.
Click on the organization name, then select My Xero. Under Conversions , view the progress of your conversion. If a conversion error displays, click Fix errors for information about the error and which steps you need to take to fix it.
Under Conversions , click Cancel conversion. We'll send you an email to ask you to become the subscriber after we've converted your file and set up the organization.
You will need to log in and accept the subscription transfer, where you will gain full access to your organization. When your trial period nears expiry, to continue using your organization, simply choose a pricing plan and enter your billing details.
After you have become the subscriber, review the converted data. When you have completed your QuickBooks to Xero conversion, it's important that you don't change the Conversion Balances and Conversion Date. Also avoid removing any converted transactions from your organization unless the Xero CX team asks you to do this. Changes to this data can cause discrepancies in future reporting and account balances. Any transactions that you manually reconciled in QuickBooks will convert as unreconciled in Xero.
Transactions missing information, such as the contact name, will also convert as unreconciled. You will need to reconcile transactions in Xero that were reconciled in QuickBooks. We suggest you run a full trial balance in both Xero and QuickBooks for the end of the current month, and then compare the balances. Sometimes converted invoices and bills lose details during conversion. When this happens, the invoices and bills display under the contact name 'No Contact' in Xero.
In Xero, run the aged payables and aged receivables detail reports as at the end of the current month. If there are aged payables or aged receivables for 'No Contact', run the same aged report in QuickBooks to compare the data. Enter bills and invoices in Xero so your aged payables and aged receivables reports in Xero match your QuickBooks reports. Create matching credit notes for 'No Contact'. Code the credit notes to your clearing account to reverse the 'No Contact' balance.
Add a credit note from a bill. Add a credit note from an invoice. Run the Balance Sheet to check the clearing account balance is zero. You may also see invoices and bills that were paid in Quickbooks, but now show as awaiting payment in Xero. In this case, payments will need to be applied again, and reconciled. Cleared credit notes in QuickBooks may convert into awaiting payment credit notes in Xero.
If you do see this, find any awaiting payment credit notes and apply them to the matching invoice or bill , or record a cash refund.
Ask our community of customers, accountants and bookkeepers. Share your ideas and feedback to help us improve our products. Tidy up QuickBooks data - If you need to do accounting work to tidy up the file, do it before you convert to Xero. For example, make sure you have fully reconciled all bank accounts and applied open credits to the correct invoices or bills.
Ensure maximum of accounts in the chart of accounts including inactive accounts - If the chart of accounts has more that accounts, you'll need to remove some. Do this by merging duplicate accounts and deleting inactive accounts. Make sure you select the Include inactive checkbox in your chart of accounts to list active and inactive accounts.
Turn on account numbers - Account numbers in QuickBooks convert to account codes in Xero. Xero requires account codes. Renumber sub-accounts - For example, if the master account is numbered , renumber sub-accounts to Your file size must be less than 1GB. You can't add your client's Quickbooks data to an existing Xero organization. You'll need to create a new organization before you can upload your client's file to Xero.
Click the organization name, then select My Xero. Click New organization. Enter the name of your client's organization, then select the country in which the organization pays taxes. Under What's their current accounting system? Click Convert my file. Click Choose File , then navigate to and select the QuickBooks file saved to your computer. We won't be able to convert the file if you enter the user name and password of someone who doesn't hold the QuickBooks Administrator role.
Read the Terms of Use and select the checkbox confirming this. Click Continue. Your QuickBooks file will now start uploading. You can keep an eye on the progress of the file conversion. An error may display if you haven't prepared or saved the file correctly, or if the password for the file is wrong. View progress and fix errors in a QuickBooks to Xero conversion. Check bank, credit card and PayPal accounts are reconciled as they were in QuickBooks - Any transactions that you manually reconciled in QuickBooks will convert as unreconciled in Xero.
Transactions missing information, such as the contact name, will also convert as unreconciled. You will need to reconcile transactions in Xero that were reconciled in QuickBooks.
Check account balances in Xero match account balances in QuickBooks - We suggest you run a full trial balance in both Xero and QuickBooks for the end of the current month, and then compare the balances. Find and fix unidentified invoices and bills - Sometimes converted invoices and bills lose details during conversion. When this happens, the invoices and bills display under the contact name 'No Contact' in Xero. In Xero, run the aged payables and aged receivables detail reports as at the end of the current month.
If there are aged payables or aged receivables for 'No Contact', run the same aged report in QuickBooks to compare the data. Enter bills and invoices in Xero so your aged payables and aged receivables reports in Xero match your QuickBooks reports. Use the correct contact details, date your invoices and bills using the date before the conversion date, and code your invoices and bills to a clearing account. Create matching credit notes for 'No Contact'. Code the credit notes to your clearing account to reverse the 'No Contact' balance.
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