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QuickBooks to Xero Migration

QuickBooks to Xero Migration

Switch from QuickBooks Desktop or QuickBooks Online to Xero with clean data and balances that match. We handle the conversion, the setup and the tie out.

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What we move over

Real_Time_Access

Desktop or Online

We migrate from QuickBooks Desktop and QuickBooks Online.

Automatic_Updates

Chart of accounts

Mapped to a clean Xero structure.

Enhanced_Collaboration

Contacts and items

Customers, vendors, products and services.

Integrations

Open transactions

Open invoices and open bills.

Data security

History

Full history or opening balances, your choice.

Simplified_Transactions

Classes and locations

Mapped to Xero tracking categories.

Financial_Insights

What needs care

QuickBooks classes and Xero tracking categories work differently, and some QuickBooks reports have no exact Xero match. We plan for both up front.

Cost_Effective

Clean handoff

Notes and training so your team can carry on without gaps.

Why businesses are leaving QuickBooks

Common reasons we hear:

  • The accountant or bookkeeping firm works mainly in Xero
  • Simpler pricing as the business adds users
  • Strong bank feeds and app connections
  • Moving off QuickBooks Desktop and choosing Xero for the cloud

How it works

Data_Integrity_and_Completeness

1. Discovery call

We look at your QuickBooks data, how much history you have and what you want from Xero.

Customization_and_Configuration

2. Fixed quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and clean

We pull the data out of QuickBooks and fix problems before it moves.

Training_and_Support

4. Migration

We map the data into Xero and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie out and handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 2 to 6 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions people ask

Can you move from QuickBooks Desktop straight to Xero?

Yes. We do not need to move you to QuickBooks Online first.

We map them to Xero tracking categories.

We review payroll history and set up the connection to your new payroll provider. We do not run payroll.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why choose True Tally Services?

  • 25+ years of data integration: Old, custom and unsupported systems are routine for us.
  • Built for bookkeepers: Many firms use us white label.
  • Fixed pricing: You get a written scope and price before we start.
  • Numbers that match: Every project ends with a tie out report and a clean handoff.

Ready to move off the desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.