Export general ledger data out of Xero
If you have the Advisor user role, export a client's Xero general ledger data to import into other accounting products. Depending on the product you choose, the export might include other files like the chart of accounts or trial balance.
Before you start
If you're exporting for a product other than Xero, make sure:
- All bank accounts in your chart of accounts have codes.
- For MYOB Accountants Office, all accounts in your chart of accounts have numeric codes.
Export your general ledger data
- Go to Advisor, then click Export.
If you're prompted, add a code to accounts in your chart of accounts.If you don’t add a code, importing into another accounting product may not work.
Select the product or tax authority you want to import into.
- Select the date range of the data to export.
- Open or save the file.