xero to quickbooks

Welcome to QuickBooks @volant. My vote is for QuickBooks, but I may be biased

Would you mind telling me more about your business, are there any features in particular that you are looking for?

Hello @EstherY  

There's a few functions :).  You can probably offer advice on how Quickbooks compares.

Bank feeds - currently Xero really struggles with my one

Purchase orders from app

I'm a self employed running my own business.  I sell and fit security solutions as well as offering business system development (IT bascially)

Regards

Richard

The thing I'm also struggling to find info on is how I move Xero data to QBO.

I've only found one post and it seems to be quite labour intensive.  I've done plenty of accounts and understand the implications of missing something.  I'm also VAT registered so got to have my books correct.

Thankfully it's only 7months data, but I can't really be bothered to enter it manually!

I am afraid that it looks to be fairly convoluted. There are four types of record that can be imported.

This link shows some helpful articles in how to perform the csv file creation and upload.

Intuit clearly need to do some development work to enable direct links to competing software packages.

Hello there, volant.

I want to make sure you can import data from Xero to QuickBooks Online.

If you're trying to import data to the UK version of QuickBooks, you can use Intuit Data Services. They have the ability to convert the UK version of the Xero program. For the steps on how to import data, you can visit the article I've attached below:

Transfer your data for Free with Intuit Data Services: Includes QuickBooks Desktop and other applica...

Please let me know if you need more help with importing data from Xero. You can add more details by clicking the Reply option below.

Hello @AlcaeusF

Yes, I am converting from UK Xero to UK QBO.

I visited that link and I believe that will answer the question.  

What I would really like to be able to do is run a demo in QBO so that I can see what it's like before purchasing. (unfortunately if I take out the trial I don't get the 6month discount :( )

Hey there, volant.

I appreciate your prompt response.

I'd be glad to let you know that you can run a demo without taking out the free trial. You can use our QuickBooks Online UK test drive by visiting the article below:

Links to Online Sample Companies - Test Drive QuickBooks Online.

If you need any help with importing your data, please reach out to me and I'll be sure to get back to you. Have a great day ahead.

@AlcaeusF

Thanks, that's very useful.  I've just tried a few things which I know I use a lot of in Xero.

One of them is the ability to upload multiple scanned documents (e.g. delivery notes) and match them up afterwards.  Does QBO have a "Central file" storage upload?

Also, on the templates, is it only the 5 options you get?  Xero's ones are a little clunky because you edit them in MS Word, but at least you can include and exclude and layout how you want.

Thanks for getting back to us, volant.

It's a pleasure to help.

In QuickBooks Online, you have the ability to add attachments to customer and vendor profiles, as well as, their transactions within QuickBooks. You can check this article for more information about using attachments:

Using attachments in QuickBooks.

Are you referring to the Recurring templates? Or the Custom Form Style templates? Any additional information you could provide would be greatly appreciated.

Custom form style templates

Thanks for the additional info, volant.

You have the ability to import your own layout by using the Import style feature. You can enable the option through the QuickBooks Labs window.

Here's how:

1. Click the Gear icon.

2. Under Your Company, click QuickBooks Labs.

3. Next to Import Style, enable the option.

4. Click Done.

To import your own custom template, you can follow these steps:

1. Click the Gear icon.

2. Under Your Company, click Custom Form Styles.

3. Click the drop-down arrow next to New style located in the upper-right corner.

4. Click Import style.

Feel free to keep us posted.

Thanks

That should be a more promoted feature.  It's very good.

Well in my effort to move and have a hopefully seemless transfer, I raised a request through the approved QBO form to transfer from Xero, including adding them as an Advisor on my system.

It's over 24hours and I haven't had a confirmation or anything.

I've also emailed them and not got even an automated reply.

Not helping my liking of QBO unfortunately!

I really want to move, but it needs to be hassle free

Well I'm not impressed with the support (or lack of it) so far.

Is this what everyone complains about?

Hi Richard,

We have a lot of clients transitioning over from Xero to QuickBooks and the general comments that we get are that QuickBooks is a lot easier to use and intuitive. 

I personally find that Xero looks like an accounting piece of technology that can be a little scary to some clients that aren't particularly good at looking after their finances. 

Emily 

Hi,

We are looking to migrate from XERO to QuickBooks Desktop and I was hoping to read the article that you referenced but it no longer exists (at least using the original link).

If you can help direct me to the article or any helpful information on how we can migrate from XERO to QuickBooks desktop I'd greatly appreciate it!

https://community.intuit.com/articles/1455817

Thanks!

Hi @m360, 

Sorry to hear that you weren't able to access the link, try this one, it'll work. If you need any further help, please do let us know.

Esther

Hi Richard

Quickbooks all the way.  We ran a 6 month trial of Xero alongside Quickbooks Desktop (at that time) and found that although Xero had some good features there were many limitations and Xero support / Developers were not listening.  We switched to QB Online and loved it (all be it not from Xero).  I have been using it for over a year now and it is brilliant - highly recommend it 

Test

Hi,

I'm a new Quickbooks user and am switching from Xero.  The question is how?  Your dataswitcher service only seems to be available for switching from Sage.

Please help, otherwise I may have to stick with Xero.

I'm in the UK using UK versions of both Xero and Quickbooks

thanks

I'm happy that you're moving to QuickBooks Online, UKR!

I think you've read a different reference. We're actually offering conversion from Xero for the QBO UK versions, and I'll be sure to share the right reference with you. Simply fill in the form, and our Data Migration team will reach out to you.

We have Help articles in the Community in case you need references in the future.

If you have questions, please feel free to add a comment below.

@UKR 

Call and ask Intuit Data Service to convert your file. Should you need to resolve it in due course, consider purchasing a 3rd party conversion service.

https://quickbooks.grsm.io/UK

Hope it helps.