June 2026
Beginner
480 pages
12h 14m
English
Content preview from Xero For Dummies, 6th Edition
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Chapter 3
Converting to Xero from Another System
IN THIS CHAPTER
Converting data from a paper-based or spreadsheet accounting system
Moving data from a computerised accounting solution
Importing prepared data into Xero
Working through any issues involved with turning off your old system
If you’ve been maintaining your business records in a non-computerised system (okay, I mean a shoebox) or a computerised format, you can move your data across to Xero. Changing accountants or accounting systems is a significant business decision — but don’t let this stop you! Empower yourself and take responsibility for the project. This chapter outlines what is involved in converting to Xero from another system. You can simply bring opening balances into Xero or you can go through a more complex and involved conversion process, where you import historical transactions into Xero. Converting to Xero is an opportunity to detox your data — cleaning and streamlining it — and customise your data to generate useful business information.
In this chapter, I take you through some tips for converting to Xero ...
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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.