If my client swaps from Xero to QuickBooks, how reliable is the data conversion from Xero to QuickBooks?

Hi, Stuart31. This is an excellent question.

Before answering this, I'd like to know what QuickBooks product you're client subscribed to. This way, we can provide accurate articles for their reference during migration. In the meantime, I'll be using QuickBooks Online resources.

The data conversion process from Xero to QuickBooks Online UK version is designed to be efficient and comprehensive. While it successfully transfers a significant portion of their financial data, it's important to note that the conversion typically focuses on more recent financial periods. To learn more about the conversion limitations, please see this article: Dataswitcher conversion limitations for Xero when moving to QuickBooks Online.

If your client wants access to older records that are not covered by the standard conversion scope, QuickBooks provides options for manual entering or importing. I've added these resources for their guidance:

• Manually add transactions to accounts in QuickBooks Online
• Common questions about importing data to QuickBooks Online

Once your client is ready to move their Xero data to QuickBooks, I recommend sharing this article for the comprehensive guide in utilising the Dataswitcher tool for a smooth process: Moving from Xero.

If they want to speak to a phone or chat representative to assist them during the migration, I recommend contacting our Live QuickBooks Support Team. Here's the step-by-step process:

1. Click this link: https://intuit.me/CU.
2. Select the product you're using and the edition.
3. Enter a summary of your concern in the What's your question? field.
4. Click Continue.
5. Decide how you would like to connect with us.

They can also contact our support team inside the QuickBooks program. For the detailed steps, please check this article: QuickBooks Support.

Finally, they can visit our One Intuit Help Hub to access our troubleshooting guides, online resources, and FAQs specific to their QuickBooks products and needs. You can view this brief video to help them navigate the page seamlessly: https://intuit.me/OHHvideo.

Please know that you and your client are always welcome to reach out for further inquiries about managing and tracking transactions in QuickBooks. We're here to help you out.

@stuart31 

The Dataswitcher support team is not reliable. Therefore, you should consider converting only the last 2 years of data for free for your evaluation. If you are satisfied with the results, you can purchase their services to convert the remaining data. Otherwise, you should purchase another third-party conversion service.