Migrate from Xero
A direct Xero connection is not available in shipped builds. Solid Accounting has a sign-in importer for Xero® under File → Import → Online Accounting Sync…, but builds don't include the connection keys it needs. The dialog says so ("This build does not ship OAuth keys") and asks for a developer Client ID and Secret, which normal customers don't have. Until that changes, use the file-based route on this page.
What works today
Xero doesn't give you a company file to take away, so the move is a cutover: start clean in Solid Accounting on a date you choose, carry your balances across, and bring in activity from that date on.
- Pick a cutover date. The end of a month, quarter, or year is easiest — ideally the end of your last filed tax year.
- Save reports from Xero as of that date: Trial Balance, Balance Sheet, Profit and Loss, Aged Receivables Detail, and Aged Payables Detail. Also export your contacts and products and services. Keep these as your record of the old books.
- Create your company in Solid Accounting (File → New Company…) and set up your chart of accounts to match the one in Xero.
- Enter opening balances with Company → Opening Balances…, using your Xero Trial Balance for the cutover date. Opening balances go on balance sheet accounts; income and expense accounts don't take them, and the year's profit so far lands in Opening Balance Equity. That's why a year-end cutover date is easiest.
- Add your customers, vendors, and items in Contacts and Items & Services. Re-enter open invoices and unpaid bills so you can receive and pay them in Solid Accounting.
- Import bank and credit-card activity after the cutover with File → Import → Import Transactions…. It reads CSV, OFX, QFX, and IIF files and PDF statements. Download these from your bank, or export account transactions from Xero to CSV.
- Check your work. Run Reports → Trial Balance in Solid Accounting for the cutover date and compare it with the Xero Trial Balance. Every balance sheet account should match.
Nothing on this route touches your Xero account. Download everything you want to keep before you close it.
What doesn't come across
- Transaction history before the cutover. Your opening balances carry the totals; the saved Xero reports are your record of the detail.
- Payroll, fixed-asset registers, repeating invoices, custom report layouts, and attached files. Recreate recurring schedules as recurring transactions.
Related
Need help planning a cutover? Email support@solidaccounting.com.