How to Convert from Xero to QuickBooks?

When it comes to opting for accounting software that manages transactional data well, people come across multiple options of which Xero and QuickBooks appear to be the most dominant. AccountsPro published earlier XERO VS QuickBooks Enterprise which is a better option for business.

While Xero is widely used and offers advanced features, QB still gets more preference and makes users convert from Xero to QuickBooks.

Xero to Quickbooks versions supported:

• Xero to QuickBooks Online
• Xero to QuickBooks Premier, Pro, Accountant, or Enterprise

Why do you need to Xero to QuickBooks Conversion?

Of course, Xero’s name is always there when a debate regarding the best accounting software is held. But then, none of them offer a better invoicing than QuickBooks.

The latter has multiple templates to choose from along with built-in packing slips to opt for.

And this is what compels people to switch to QB from Xero. Above all, when a conversion takes place from Xero to QB, it is done with 100 percent accuracy, which means the Trial Balance, Balance Sheets, and Profit and Loss statements will exactly match that of Xero.

Hence, you will never have to face any event of loss of data at any cost.

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What will you Convert or What you Cannot

Below is the mentioned list of what you can migrate from Xero to QuickBooks or not:

What We Convert

What We Can’t Convert

Verify Checklist Before Migrating Xero to QuickBooks

Verify the checklist below is what you need to convert Xero to QuickBooks:

• QuickBooks Integrations: The payroll and time tracking integration option is prioritized for streamlining business processes post-conversion
• Browser Requirements: Your internet access must be stable and use Google Chrome for optimal compatibility while you are performing the conversion process.
• Xero Installation: If you want to transfer Xero to QuickBooks, first you need to set up Xero on the computer that has QuickBooks installed to allow seamless data transfer between the two systems.
• Verify Your System Compatibility: Verify your system working on Windows 8, Windows 10, or Windows 11 to be completely supportable for the conversion process.
• Required Processor: You will need a minimum of 500 MHz Intel Pentium II processor to complete the conversion process.
• Memory Requirement: You need at least 512 MB of RAM (memory) to support the conversion process.
• Microsoft .NET Framework: The conversion tool requires compatibility with the Microsoft .NET Framework version 2.0, which must be installed on your system.
• Xero Version: If you want to convert your Xero data to QuickBooks without issues, use Xero version 2013 or above to facilitate the conversion process.
• Hard Drive Space: You need 2.5 GB of free space on your Hard Drive when you are processing the conversion.
• QuickBooks Compatibility: Confirm compatibility with QuickBooks Desktop Pro, Premier, or Enterprise editions to provide uninterrupted migration and efficiency.
• Cross-Region Conversions: To ensure compliance with data protection regulations, the QuickBooks Data Conversion tool can’t be used for cross-region conversions.
• Storage Considerations: Make sure that the computer’s hard drive has enough space to efficiently store both the QuickBooks database and associated Xero files for effective data management.

Xero to QuickBooks Migration Process Step By Step

The Process of Conversion from Xero to QuickBooks:

Step I: Install the Toolkit

The conversion of Xero to QuickBooks can’t be achieved unless you use .CSV file. To import Xero files to .CSV, it is important to have the toolkit installed.

1. Click on the file download link
2. A separate window will open to download the toolkit
3. Click Save
4. Move to the Windows Desktop
5. Choose to Save
6. Get to the QuickBooks_Import_Excel_and_CSV.exe option. Double-click it
7. The WinZip Self-Extractor window opens
8. Click on Browse
9. Choose the folder you want to save the toolkit in
10. Click OK
11. Choose Unzip and extract the contents
12. Click Close to shut the WinZip Self-Extractor window
13. Bow open the folder named QuickBooks Import Excel and CSV from the location you have saved the file in

Check Export Quicken Data Into QuickBooks complete instruction and avoid any data loss or data damages issue .

Export Xero Vendor, Customer File, Reports In QuickBooks Desktop

Step II: Export the Files to QuickBooks

For Customers & Vendors

1. Go to Customer/Vendor Center
2. Choose the Excel drop-down
3. Select to:
   • Export Customer/Vendor list
   • Export Transactions, either using the transaction name or transaction type
4. On the Export window, select Create a comma-separated values (.CSV) file
5. Click on Export
6. Give a file name
7. Choose a location where you want to save the file
8. You can now locate the file, open it, and edit the data as needed

For Items

1. Navigate to the Lists menu
2. Choose Item List
3. Select Excel drop-down
4. Click on Export All Items
5. Follow Step II – For Customers & Vendors – Steps 4-8

For Reports

1. Go to Reports
2. Click on Excel drop-down
3. Click on Create New Worksheet
4. You will get the Send Report to Excel window
5. Select Create a comma-separated values (.CSV) file
6. Follow Step II – For Customers & Vendors – Steps 5-8

Conclusion

AccountsPro has a team of professionals who are always ready to assist with normal issues or even users facing any Critical QuickBooks Error Code.

In case you get stuck anywhere while converting from Xero to QuickBooks, please feel free to get in touch with our experts available 24/7 on the QuickBooks Support Number.