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  1. Welcome to the Conversion Toolbox. Forgot your password? Don't have an account yet? Sign up here for free.

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  2. Convert to Xero from any system. 6 mins. For small businesses who use Xero. If you’re moving from another accounting system, Xero makes it simple to bring your financial information with you. You’ll start managing your business in Xero with accurate figures. Transcript for 3 steps to convert your business to Xero. In this guide.

  3. Use the Conversion Toolbox to convert data from your client’s previous accounting software into a format that can be imported into Xero. How it works. Convert data from AccountRight/AccountRight Live. Convert data from APS Ledger (XPA) Convert data from Digita Advanced. Convert data from HandiLedger. Convert data from Iris.

  4. Before you start. Import data from your previous system into Xero. Enter historical transactions. Process payments and reconcile your bank account. Run a report to see how your business is doing. Complete your tax returns. Get further support.

  5. Use Xeros DIY conversion templates. Use a series of CSV templates made accessible within Xero to accurately import your chart of accounts, invoices, bills, contacts and fixed assets from any accounting software. Learn more about converting your data to Xero.

  6. Jul 30, 2020 · Changing to Xero is a task we call ‘converting’. You can pick the option that suits you and your current situation best: Enlist a Xero certified advisor. Use an automated conversion service. Do it yourself. When deciding which route to take, here are some questions you can ask yourself. Do I have time to learn how to convert to Xero myself?

  7. How to move to Xero. Using our free self-service conversion, you can be up and running with Xero in no time at all.