What’s the process for migrating data from another system to Qblue and Xero?
Switching Qblue and Xero from another system may feel like a long and tedious process, often involving lots of data setup and migration tasks to complete.
To make things easier, we've condensed this lengthy process into a clear and simplified list of the most essential data to transfer into Qblue and Xero.
Master data
Data type |
|
Import into |
Customers and suppliers |
|
Qblue and Xero |
Products |
|
Qblue
Product items are not required in Xero |
Sales and purchases
Data type |
|
Import into |
Outstanding sales & purchase orders |
|
Qblue |
Sales & purchase history |
|
Qblue
Optional: if historical data is needed |
Open items (unpaid invoices & bills) |
|
Xero |
General ledger (GL) set up
Data type |
|
Import into |
Chart of accounts & opening balances |
|
Xero
As of your chosen cut-off date |
GL activity transactions |
|
Xero
Export from your current system and keep on file. Import into Xero if needed later. |
P&L (profit & loss) and balance sheet totals |
|
Xero
Ensure totals match between systems |
Fixed asset items |
|
Xero
With opening book and tax values |