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Move to Xero
Take your accounting data with you when you move to Xero
Moving your accounts to Xero
Converting your accounts data to Xero is easy. All it requires is a FREE Movemybooks login and an empty Xero organisaton. You simply follow the step-by-step process in our online conversion software.
Setting things up will only take you 10 minutes and all you need to do is keep clicking on the green buttons. Our software will collect your source data, convert it and move it to your Xero organisation, then email you when it’s done – typically within a couple of hours.
Used us before?
What can I convert?
We can convert to a new Xero account from the following Canadian sources:
Sage 50 Desktop (excluding Quantum)
QuickBooks Desktop
QuickBooks Online
Xero
What gets converted?
Our software will move the chart of accounts, customer data, supplier data and individual transactions for the current and previous accounting years.
All of the nominal/general ledger, customer and supplier balances will be the same as in the source data.
Please take a look at the post-conversion tasks to see what might need to be tidied up once your conversion is complete (this exercise generally takes only 30 minutes or less).
Is it really FREE?
You’ll be pleased to know that Xero will pay for your conversion, allowing you to migrate up to 2 years of historic data. (Our Convert 24 service – normal price CAN$300 – gives you all transactions for the current year to date, plus all of the previous accounting period.)
If you would like additional years of transaction history, these cost $100 per year. You can also opt to include Quickbooks department/class information for an extra CAN$100. All prices are plus taxes (where applicable).
If you are moving to Xero from QuickBooks Online you will have the option to upload any attachments you may have in your source data for an extra CAN$100..
If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.
How it works
BEFORE YOU GET STARTED, please take a moment to read the important information below. If you have any questions, just ask us. Once you’re ready to start your migration, hit the ‘Get Started Now’ button at the bottom of the page, and we’ll take you through the process.
The important bit
PLEASE READ BEFORE USING MOVEMYBOOKS
To convert from another cloud platform, you will need to authorise us to access your current platform, and our web application will take care of the rest.
To convert from desktop accounting software, you will need to have the data open in Sage or QuickBooks so that our data uploader can access it.
If you only have a backup file and not the software, we can do this step for you. In the Source Data step, when you are asked to upload data, you can instead use Try another way. This will provide instructions on how to send your file and details to us so we can perform this task.
We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details, together with the balances on all customer and supplier accounts, are converted too. We also copy your individual transactions in detail.
Please understand that it is impossible to make an exact copy of your data in a different accounting system. There will be some information that we can’t convert and some information may look a bit different when converted (see Limitations of service). You can be confident, however, that your financial data will be accurate overall.
Due to the limitations imposed on us by the software you are converting from and to, there may sometimes be a little tidying up work that you’ll want to do once the conversion is complete. We’ve done our best to make sure this is as little as possible and provide you with full guidance on these post-conversion tasks (see Completing post-conversion tasks).
For more detailed information on the limitations of what we can and can’t convert, and guidance on completing the post-conversion tasks, click the following links:
Your questions answered
What is Movemybooks?
Movemybooks is online software by Ledgerscope, experts at providing tools for accessing, analysing and transforming accounting data. Movemybooks extracts company accounting and financial data from your old accounting system, converts it and loads it into Xero. We can currently transfer data from Sage50, QuickBooks Desktop, QuickBooks Online or Xero.
How much does the service cost?
You’ll be pleased to know that Xero will pay for your conversion, allowing you to migrate up to 2 years of historic data. (Our Convert 24 service – normal price CAN$300 – gives you all transactions for the current year to date, plus all of the previous accounting period.)<?p>If you would like additional years of transaction history, these cost CAN$100 per year. You can also opt to include Sage department information for an extra $100. If you are moving to Xero from QuickBooks Online you will have the option to upload any attachments you may have in your source data for an extra $100. All prices are plus taxes (where applicable).
You will also need to create a new Xero organisation for each conversion and you will be responsible for the monthly subscription Xero.
If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion might cost (if anything).
Is Movemybooks endorsed by Xero?
Xero recommends using Movemybooks to transfer data to Xero from Sage50, QuickBooks Desktop, QuickBooks Online or Xero.
How long will it take to transfer the data?
This depends on the volume of data being converted, and usually takes 2-3 hours. We are, however, limited by the number of requests we can make to Xero in any 24hr period. If we reach the daily limits there is a waiting period of 24hrs before we can continue to convert. Exceptionally, where larger volumes of data require converting the process can take a number of days.
How will the data be used?
When you upload the data, our software simply converts it to Xero format. We don’t review it in detail, share it with anyone outside our business, or use it for anything else. We do not retain the data permanently and it will be deleted from our servers after 30 days.
How will the data be protected?
Our online software is protected by strong encryption. This scrambles the data, making it virtually impossible to intercept and decode online. Data is stored encrypted on our servers. We also make sure data is encrypted when we transfer it to Xero. For more information please refer to our Security FAQ.
Can I move more than two years of transactions?
Yes, at an additional cost of CAN$100 per extra year of data. All prices are plus taxes (where applicable).
If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.
I’ve already created a Xero organisation, can I still migrate existing desktop data to that account?
Yes, but only provided that the new organisation does not contain any data. If this is not the case, then the conversion will stop and you will need to provide a new, empty organisation in order to proceed.
What desktop software can I convert from?
We can convert from Canadian versions of Sage 50 (v14 and any more recent versions ie 2008 onwards) or QuickBooks desktop (2008 and any more recent versions).
This website allows you to convert only to the Canadian version of Xero – if you want to convert to Xero in a country outside Canada, please check to see if Movemybooks has a service in the relevant region by selecting a different region at the top of this page. We cannot convert into the Starter, Ledger or Cashbook versions of Xero due to transaction volume limitations. Source systems must have a base currency of CAD.
What online software can I convert from?
Canadian versions of QuickBooks Online or Xero. This website allows you to convert only to the Canadian version of Xero – if you want to convert to Xero in a country outside Canada, please check to see if Movemybooks has a service in the relevant region by selecting a different region at the top of this page. We cannot convert into the Starter, Ledger or Cashbook versions of Xero due to transaction volume limitations. Source systems must have a base currency of CAD.
Can I convert accounts that deal with with foreign currencies?
Data which includes foreign currencies will be converted in the same way as other data. However, all foreign currency amounts will be changed to the home currency values. Factors specific to QuickBooks, and beyond our control, usually mean the conversion result is not completely accurate. It is not possible to fix your conversion further with respect to foreign currencies – this is the best outcome that is possible.
Do you support hosted desktops?
We work on a variety of hosted desktops. There is no requirement to install anything, but the extractor application will need to have permissions to run. Most of the time this isn’t an issue but if you’ve tried it and it doesn’t work then your hosting provider should be able to help and our support team will be happy to talk to them about it. If you can’t get our desktop extractor to work on your hosted desktop we can complete the extraction for you if you provide the backup file – there is an option you can select when you migrate your data.
Setting up a FREE Movemybooks account only takes a minute.
Still need some help?
Get in touch and we can answer any queries you may still have.
