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babs2513
July 30, 2022
Question

Is it easy to migrate from xero to quickbooks? Will the quickbooks team do it for you?

  • July 30, 2022
  • 1 reply
  • 0 views
My client si using exro software. I have set her up on quickbooks essentials. I need to know the easiest route to transfer her data. Her business is retail.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
July 30, 2022

Prepare your new blank QBO account

https://quickbooks.grsm.io/UK

 

then visit the following reference

https://quickbooks.intuit.com/learn-support/en-uk/help-article/migrate-services/comprehensive-guide-dataswitcher/L22WWA0As_GB_en_GB?uid=l680fc7f

 

Due to the limitations of the process, you should consider purchasing a third-party service to convert data with non-core transactions (e.g. estimates, purchase orders, custom fields, attachments).

 

S
SarahannC
July 30, 2022

Hi there, babs2513. I'm here to share additional details.

Fiat Lux - ASIA is right. We'll need a QuickBooks Online account to transfer your data from Xero to QuickBooks. Since you already have set up your client as a new QuickBooks Online company (essential), you can directly go to the article shared by Fiat Lux - ASIA. That link will serve as a guide when converting data.

 

Also, we can check for any third-party apps available through these steps:

 

  1. On the left panel, go to Apps.
  2. Go to the Find Apps tab.
  3. Search for apps.

 

Or, we can directly visit this link: QuickBooks App Store.

 

Additionally, do check our Help articles page to learn some tips and tricks in managing your QBO effectively: QuickBooks Online Help articles.


If you have other concerns or questions in the future, especially with converting data, you can always get back to me. I'll be here to help you.

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