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daisy knezevich
Level 1

Convert from Xero to QBO. Has anyone done this?

I would like to convert to QBO from Xero.  Has anyone gone through this process?

9 Comments 9
Jovychris_A
Moderator

Convert from Xero to QBO. Has anyone done this?

Thanks for posting to the Community, @daisy knezevich.

 

Transferring your data from the Xero software into QBO can be done by using a .CSV file (using Excel).

 

First, you must prepare this handy QuickBooks Import Excel and CSV toolkit you can install to get the job done a moment quicker.

 

Here's how:

  1. Open the file download window for the toolkit.
  2. Then click Save.
  3. Go to your Windows Desktop, then select Save.
  4. Double-click QuickBooks_Import_Excel_and_CSV.exe on the desktop to open the WinZip Self-Extractor window.
  5. Choose Browse, select the folder where you'd like to install the toolkit, then click OK.
  6. Select Unzip to extract the contents, and then click Close to close the WinZip Self-Extractor window.
  7. Open the QuickBooks Import Excel and CSV folder from the location you selected in step #4.

 

Then you can follow the steps given through this article: Import/export CSV files.

 

Just in case you wanted to import your customer and vendor contacts, you can refer to this article: Import customer or vendor contacts from Outlook, Excel, or Gmail.

 

Please let me know or tag me (@Jovychris_A) if you need further assistance. I'll keep my notifications open. Take care and more power!

Fiat Lux - ASIA
Level 15

Convert from Xero to QBO. Has anyone done this?

@daisy knezevich 

There are 2 options:

1. Export all lists/transactions data from Xero to XLS/CSV, then utilize a 3rd party importer tool.

https:// transactionpro.grsm.io/qbo 

 

2. Purchase a 3rd party conversion service.

 

Once you are ready to proceed, open a QBO account with a current discounted plan. You may get a discounted price for up to 6 months. 

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

phyllisholst
Level 1

Convert from Xero to QBO. Has anyone done this?

where do I get the file download in your instructions.  I put the https in and it does nothing.  Can you help me.  I need to convert my xero to quickbooks.  Don't know how to go the cvs file.

 

Thanks.

Fiat Lux - ASIA
Level 15

Convert from Xero to QBO. Has anyone done this?

@phyllisholst 

Have you visit the following reference?

https://quickbooks.intuit.com/learn-support/en-us/manage-lists/import-export-csv-files/00/201366

 

Otherwise, consider other options as I mentioned in earlier post.

 

elee_iammtest
Level 1

Convert from Xero to QBO. Has anyone done this?

You can convert from Xero to QBO using a partner tool named Dataswitcher.  Here's the article with instructions.

https://help-content-sso.app.intuit.com/content/sbg/en-US/L60oZ1M3V_US_en_US

Rachel Robbins
Level 1

Convert from Xero to QBO. Has anyone done this?

I have tried using Dataswitcher and it didn't work. Can someone please share what has worked for them?

Fiat Lux - ASIA
Level 15

Convert from Xero to QBO. Has anyone done this?

@Rachel Robbins 

Do you need to convert data with multi currency transactions from Xero to QB Online or QB Desktop?

Rachel Robbins
Level 1

Convert from Xero to QBO. Has anyone done this?

Quickbooks Online.

Fiat Lux - ASIA
Level 15

Convert from Xero to QBO. Has anyone done this?

@Rachel Robbins 

Click on my profile name and you will find our website address to send an email to. We can help to convert your data to QBO.

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