QuickBooks to Xero Conversion
Our QuickBooks to Xero conversion moves you off QuickBooks Online or Desktop and onto Xero — chart of accounts, contacts, full history and reconciliations preserved — for firms who prefer Xero's bank-reconciliation workflow and unlimited users.
Free scoping review · Fixed-price quote in 24 hours · No commitment
Why switch
Why firms choose Xero over QuickBooks
QuickBooks is the default, but Xero wins for specific teams.
Unlimited users
Xero includes unlimited users on every plan; QuickBooks charges per seat. For larger teams that gap matters.
Bank-rec workflow
Many bookkeepers prefer Xero's reconciliation screen and bank rules for high-volume coding.
Cleaner multi-region fit
For firms operating outside the US, Xero's international handling is often smoother.
What moves across
What transfers to Xero
We bring history, not just opening balances, so your reports keep working from day one.
- Chart of accounts
- Contacts (customers and suppliers)
- Invoice and bill history with status
- Bank statement lines and reconciliations
- Open balances and aged A/R / A/P
- Tracking via Xero tracking categories
- Tax rates mapped to Xero
Platform specifics
QuickBooks-specific details we handle
Particulars of a QuickBooks conversion that off-the-shelf tools miss — handled as standard.
- QuickBooks classes and locations mapped to Xero's two tracking categories
- Bank rules rebuilt and reconciled periods preserved
- Multi-currency history carried where used
- Tax rates mapped to Xero
- Convert from either QuickBooks Online or any Desktop edition
The process
How a conversion runs
Every job follows the same disciplined path — you always know what happens next.
Free scoping review
You send a backup or read-only access. We tell you exactly what will convert, what won't, and how clean your data is — before any money changes hands.
Fixed-price quote in 24 hours
One written price for the whole job. No hourly meter, no surprise change orders. You approve before we start.
Data extraction
We pull your full ledger — chart of accounts, customers, vendors, items, open balances and transaction history — from your current system.
Mapping & chart of accounts
We map every account, tax code and item to the target system's structure so reports keep meaning the same thing they did before.
Conversion & rebuild
We rebuild the file in the destination software, bringing history across rather than just opening balances, so prior-year comparisons still work.
Reconciliation to the cent
We reconcile the trial balance, A/R and A/P in the new system against your old one. The numbers tie out, or we don't hand it over.
Handover & support
You get a reconciled file, a short walkthrough, and 30 days of email support to answer questions as your team settles in.
Engagement
Fixed-price work. No hourly billing.
You approve one written price before we start. The right tier depends on how much history you bring.
Lists & opening balances
- Chart of accounts, customers, vendors, items
- Open A/R and A/P, trial-balance opening
- Current-year transactions
- Reconciled opening balances
- Email support, 30 days
Full transaction history
- Everything in Essentials
- Multi-year transaction history
- Bank & credit-card reconciliation rebuilt
- Memorised reports re-created
- Side-by-side trial-balance proof
Multi-entity & complex
- Everything in Standard
- Multiple entities / consolidations
- Multi-currency history preserved
- Class / location / department tracking
- Integration & app reconnection guidance
Questions, considered
QuickBooks to Xero FAQs
Can you convert both QuickBooks Online and Desktop?
Yes. We convert from either QBO or any Desktop edition into Xero, reconciled to your balances.
Do classes become tracking categories?
Yes. QuickBooks classes and locations map to Xero's two tracking categories. If you use more than two, we'll advise on the best fit.
How much history comes across?
We bring transaction history, not just balances, so comparatives work in Xero. Depth is set in your fixed quote.
Will reconciliations carry over?
Yes. Previously reconciled periods stay reconciled in Xero and bank balances tie out.
Other conversions
Looking for a different move?
Ready to move your books?
Send us your QuickBooks file or read-only access and we’ll come back within one business day with exactly what converts and a fixed price — no commitment.