Xero migration for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — xero migration is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside software we work in more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for xero migration — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Xero migration sits inside software we work in, alongside QuickBooks bookkeeping, QuickBooks cleanup, Xero bookkeeping. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

Not automatically at full detail. Xero's import tooling reliably carries a chart of accounts, contacts, and trial balance opening figures; individual bank transaction memos and old invoice line detail usually don't map cleanly. We scope upfront which periods move at transaction level (typically the current and prior fiscal year) versus summary balances, with the old system kept read-only for anything older.

Depends whether payroll is moving into Xero or staying on your existing system. If it's moving, we enter year-to-date wage, withholding, and employer-tax figures as opening balances so W-2 prep is accurate. If payroll stays put, Xero only needs summary journal entries posted to the GL.

With a trial balance comparison at the cutover date — old system and Xero, account by account — matched to the cent before we call the migration complete. That reconciliation is a document you and your CPA keep on file, independent of anything we say about how the project went.

Most businesses cut over at a calendar or fiscal year boundary, because it keeps one tax year's activity in one general ledger and gives your CPA a clean handoff. A mid-year cutover is workable when circumstances force it — we just document the split explicitly so the comparatives your CPA needs for that fiscal year are traceable across both systems.

It's a defined window — usually the final month before go-live — where transactions get entered in both the old system and Xero so the resulting numbers can be compared line by line before you fully switch. For anything beyond a very small file we recommend it, because it's how mapping errors surface before go-live instead of after.

It's a holding account most systems use for payments received but not yet batched into a bank deposit. If it isn't checked before cutover, its balance can either duplicate as phantom income in Xero or disappear and understate cash. We verify it's cleared or explicitly carried over as one of the fixed steps before we sign off on the migration.

We confirm before cutover which system will produce your 1099s for the transition year, and make sure that system holds the complete year-to-date payment totals for every 1099-eligible vendor — whether that's Xero opening balances or the legacy system kept available for that one report.

No — that decision is yours, made with your accountant if you use one. We can describe factual differences between systems if asked, but the choice of software stays yours to make. Once you've decided, our job is to execute the move cleanly.

For anything we scoped as summary-only in Xero, yes — we keep read-only access to the old system in place rather than force every historical detail into the new file, so nothing is actually lost, just not duplicated.

No. The client owns the Xero subscription — you set it up (or already have it) and hold billing and admin rights. We work as an invited user, scoped to the access level the migration needs, in both the old system and the new Xero file, and that access can be revoked the moment the project closes.

The trial balance tie-out is built specifically so your CPA can check it — old-system closing balance against Xero opening balance, account by account. We hand that reconciliation over as part of the migration; your CPA's sign-off on it is the actual gate before it's relied on for filing.