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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

If you have any questions, ask us by creating a help desk ticket.