How Xero handles converted QuickBooks data

When you convert a QuickBooks file to Xero using Xero's free conversion and organization setup process, we name some data differently, and combine or flatten other data.

We name some data differently in Xero

QuickBooks nameXero name
Chart of accounts — sub-accounts

Accounts in the chart of accounts

How Xero handles sub-accounts

Class trackingTracking
Class tracking — sub-classes

Tracking

How Xero handles sub-classes

Customers and vendorsContacts
Customer jobs

Contacts

How Xero handles customer jobs

General journal entries to accounts payableAccounts payable items
General journal entries to accounts receivableAccounts receivable items
Invoices (open and paid)

Sales invoices (approved)

(Invoice numbers display in the invoice Reference field in Xero, and start from invoice number INV-0001)

ItemsUntracked inventory items
Purchase orders (open)Bills (draft)
Sales tax codesTax rates

We flatten some data converted from QuickBooks

Chart of accounts and sub-accounts

Xero's chart of accounts has a flat account structure so Xero flattens sub-accounts when they convert from QuickBooks.

QuickBooks has a master account and two sub-accountsEquivalent accounts in Xero

Cleaning (master)

  • Waste (sub-account)
  • Office cleaning (sub-account)

Cleaning

Cleaning: Waste

Cleaning: Office cleaning

 

Class tracking and sub-classes

Xero's tracking has a flat class structure so Xero flattens tracking sub-classes when they convert from QuickBooks.

QuickBooks has class tracking with multiple sub-classesEquivalent tracking in Xero

Vehicles (class)

  • Truck (sub-class)

  • Van (sub-class)

  • Tesla (sub-class)

QB Classes (tracking category name)

  • Vehicles (tracking category option)

  • Vehicles: Truck (tracking category option)

  • Vehicles: Van (tracking category option)

  • Vehicles: Tesla (tracking category option)

Vehicles (class)

  • Truck (sub-class)
    • Flatbed (sub-class)
      • 4 wheels (sub-class)
      • 8 wheels (sub-class)
      • 16 wheels (sub-class)

QB Classes (tracking category name)

  • Vehicles (tracking category option)
  • Vehicles: Truck (tracking category option)
  • Vehicles: Truck: Flatbed (tracking category option)
  • Vehicles: Truck: Flatbed: 4 wheels (tracking category option)
  • Vehicles: Truck: Flatbed: 8 wheels (tracking category option)
  • Vehicles: Truck: Flatbed: 16 wheels (tracking category option)

Customer jobs

Xero flattens customer jobs converted from QuickBooks.

QuickBooks customer with two jobsEquivalent contacts in Xero

Beauty Boutique (customer)

  • Repair (job)
  • Wallpaper (job)

Beauty Boutique

Beauty Boutique: Repair

Beauty Boutique: Wallpaper

We combine multiple payable and receivable accounts converted from QuickBooks

Xero organizations have only one accounts payable and accounts receivable account. If you have multiple payable or receivable accounts, we combine them. (Combined accounts are named Merged Accounts Payable and Merged Accounts Receivable in the chart of accounts).

Data not converted

  • Company information

  • Employee payroll information

  • Estimates (outstanding)

  • Purchase orders (closed)

  • Quotes (closed)

  • Bill reference numbers

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