Switch from Xero to QuickBooks Online
Cleanup
Export
Uplaod
Validate
Our 4 step data migration process
Helps businesses move from Xero to QuickBooks Online with minimum interruptions.
Data Cleanup
Clean up data in NetSuite to simplify the migration and validation process for the client.
- Reconcile accounts in Xero.
- Remove duplicate and incorrect entries.
- Post adjustments for missing entries.
Data Export
Export data from your current accounting solution to a spreadsheet file for easier formatting.
- Export transaction data in CSV and Excel format.
- Export customer, vendor, employee, and item lists.
- Export key reports for post-migration data validation.
Data Upload
Use our in-house scripts to map the extracted data for compatibility with schema specified by QuickBooks Online.
- Format data exported from Xero to align with QuickBooks schema.
- Prepare customer payloads for transactions and items as per client's requirement.
- Upload data using custom scripts to ensure accuracy.
Data Validation
Verify the accuracy of the exported data using the reports exported from your current accounting solution.
- Match values of key reports between Xero and QuickBooks.
- Make required adjustments to account for undocumented transactions.
- Verify balances of customers and vendors using corresponding aging reports.
FAQs on Xero to QuickBooks Online Data Migration
What data types will be migrated from Xero to QuickBooks Online?
When migrating from Xero to QuickBooks Online, the following data types will be transferred:
- Accounts
- Customers
- Suppliers (Vendors)
- Items
- Transactions (Invoices, Bills, Receipts, Payments, etc.)
- Account balances
- Payroll data (if applicable)
Some minor differences in field names or categorization may occur between the two systems, but we will work to ensure a seamless transition of your critical business data
How long does Xero to QuickBooks Online data migration typically take?
The timeline for a Xero to QuickBooks Online migration typically takes 2-4 weeks, depending on the size and complexity of your organization's data. The process involves:
- Analyzing your Xero data and mapping it to the QuickBooks Online structure.
- Developing a data migration plan and testing the process.
- Performing the initial data migration.
- Validating the migrated data and making any necessary corrections.
- Providing training and support for your team on using QuickBooks Online.
- Finalizing the go-live date and cutover from Xero to QuickBooks Online.
When can we expect to go live with QuickBooks Online after conversion from Xero?
The go-live date for the new QuickBooks Online system will be determined based on your business requirements and readiness. We recommend choosing a date that aligns with your accounting cycle or a naturally slower period for your organization.
During the transition, we will:
- Provide a cut-off date for when Xero should no longer be used for new transactions.
- Migrate the final data from Xero to QuickBooks Online, ensuring all open transactions and balances are accurately transferred.
- Assist with setting up any necessary integrations or workflows in QuickBooks Online.
- Offer training and support to your team to help them become proficient in using QuickBooks Online.
- Monitor the new system for the first few weeks to address any questions or issues that arise.
What if I have custom integrations or add-ons in Xero?
We will work with you to identify any custom integrations or add-ons used in Xero and develop a plan to migrate or replace them in QuickBooks Online. Our team has experience with a wide range of third-party tools and can help ensure a smooth transition.
Will I lose any historical data when switching from Xero to QuickBooks?
No, we will migrate all of your historical data from Xero to QuickBooks Online, including transactions, balances, and other critical information. Your complete financial history will be preserved.
How long will my business be offline during the migration from Xero to QuickBooks?
We aim to minimize downtime during the migration process. Typically, the final data cutover and transition to QuickBooks Online can be completed over a weekend, with minimal disruption to your day-to-day operations.
What if I have additional questions or concerns about the migration?
If you have any other questions or concerns about the Xero to QuickBooks Online migration process, please don't hesitate to ask. We're here to ensure a smooth and successful transition for your business.
Switch to Desired Business Solution
Like our previous clients, you can rely on experts who've successfully migrated data to QuickBooks.