Xero to QuickBooks Conversion
Our Xero to QuickBooks conversion moves your Xero organisation into QuickBooks Online — chart of accounts, contacts, full transaction history, reconciliations and tracking categories preserved — for US firms who want QuickBooks' deeper accountant ecosystem.
Free scoping review · Fixed-price quote in 24 hours · No commitment
Why switch
Why US firms switch from Xero
Xero is a fine product, but in the US market QuickBooks has practical advantages.
US accountant familiarity
Most US bookkeepers and CPAs live in QuickBooks. Moving to QuickBooks Online widens the pool of people who can support you.
Deeper US app & payroll fit
QuickBooks' US payroll, payments and app integrations are more mature for American businesses than Xero's.
Reporting your CPA expects
QuickBooks reports map cleanly to how US tax preparers work, reducing year-end back-and-forth.
What moves across
What transfers from Xero
We bring history, not just opening balances, so your reports keep working from day one.
- Chart of accounts
- Contacts (customers and suppliers)
- Full invoice and bill history
- Bank reconciliations and statement lines
- Tracking categories mapped to classes/locations
- Open balances and aged A/R / A/P
- Tax rates mapped to QuickBooks tax codes
Platform specifics
Xero-specific details we handle
Particulars of a Xero conversion that off-the-shelf tools miss — handled as standard.
- Two Xero tracking categories mapped to QuickBooks classes and locations
- Bank rules and reconciled statement lines rebuilt so reconciled periods stay reconciled
- Multi-currency history preserved where used
- Tax rates mapped to QuickBooks tax codes
- Key invoice attachments carried where file size allows
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
Xero to QuickBooks FAQs
Do tracking categories survive the move?
Yes. Xero's two tracking categories map to QuickBooks classes and locations so your segment reporting continues.
Will reconciliations carry over?
We rebuild reconciliations so historically reconciled periods stay reconciled in QuickBooks and your bank balances tie out.
Can you bring multiple years of history?
Yes. Unlike a lists-only switch, we bring transaction history so prior-year comparatives still work. The depth is set in your quote.
What about attachments on invoices?
Where feasible we carry key attachments across; the scoping review confirms what's practical for your file size.
Other conversions
Looking for a different move?
Ready to move your books?
Send us your Xero file or read-only access and we’ll come back within one business day with exactly what converts and a fixed price — no commitment.