Switch from Xero
Moving from Xero to YourAILedger in 5 steps
There's no one-click Xero import. Export your files, then upload them or email them to us.
- 1
Pick a switch date
Choose a clean start, like the first of the month. If you sell products, count your stock that day.
- 2
Export your data from Xero
Export CSV files from Accounting > Chart of accounts, Contacts, Sales > Products and services, Sales > Invoices and Purchases > Bills. Then export Reporting > All reports > Trial Balance to Excel.
Invoices and bills export 500 at a time. For help, search 'export' in Xero Central.
- 3
Upload your files
Upload the files with our import tool. Or email them to us for free migration help (first 50 businesses).
- 4
Check your opening balances
Compare opening balances to your Xero Trial Balance for the day before your switch date. Check open invoices and bills against the Aged Receivables and Payables Detail reports.
- 5
Run both for a month, then cancel
Use Xero and YourAILedger side by side for a month. When the numbers match, save a copy of every Step 2 export, then cancel.
Good to know
- Unlike Xero, we don't have bank feeds yet (coming soon). For now, import bank statements as CSV or Excel files.
- YourAILedger doesn't run or file payroll, or prepare or file taxes. If you use Xero Payroll, set up payroll elsewhere before you cancel.
Xero is a trademark of Xero Limited. YourAILedger is not affiliated with Xero.