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 Xero from:

UK or Irish Sage 50 / Instant*

UK Sage Accounting

UK or Irish QuickBooks Desktop**
(Standard & Premier only)

UK QuickBooks Online
(Essentials & Plus only)

UK or Irish Xero
(Standard & Premium only)

KashFlow

FreeAgent

 

  *Sage50 v14 (2008) onwards

**QuickBooks Desktop 2008 onwards

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?

If you are switching to Xero you’ll be pleased to know that Xero will pay for your conversion, allowing you to migrate up to 2 years of historic data for free. (Our Convert 24 service – normal price £180 – gives you all transactions for the current year to date, plus all of the previous accounting period.) The cost of migrating data from one Xero organisation to another Xero organisation is not covered by Xero and will be chargeable (see Pricing Wizard).

If you would like additional years of transaction history, these cost £60 per year. You can also opt to include Sage department information for an extra £60. All prices exclude VAT.

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 provide the user name and password of your current platform, and our extractor application can take care of the rest.

To convert from desktop accounting software you will need to have the data you want to be converted open in a working copy of Sage or QuickBooks so that our extractor application can read it.

If you only have a backup file and not the software, we can do this step for you. When you reach the Upload Data stage of the conversion, follow the link for instructions on sending your file and details.

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, Sage Accounting, QuickBooks Desktop, QuickBooks Online, KashFlow and FreeAgent.

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 £180 – 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 £60 per year. You can also opt to include Sage department information for an extra £60. All prices exclude VAT.

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 will cost.

Is Movemybooks endorsed by Xero?

Xero recommends using Movemybooks to transfer data to Xero from Sage50, Sage Accounting, QuickBooks Online, QuickBooks Desktop or KashFlow.

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 £60 + VAT per extra year of data.

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?

UK versions of Sage 50 / Instant Accounting (v14 and any more recent versions ie 2008 onwards); UK versions of QuickBooks desktop (2008 and any more recent versions). We only convert to the UK version of Xero – if you want to convert to Xero in a country outside UK and Ireland, 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 GBP.

What online software can I convert from?

UK versions of QuickBooks Online, Sage Accounting, KashFlow and FreeAgent. We only convert to the UK version of Xero – if you want to convert to Xero in a country outside UK and Ireland, 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 GBP.

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 cant 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.