Get Xero Conversion Toolbox

The Xero Conversion Toolbox is an essential online tool for transferring data from different accounting systems to Xero. This guide provides clear and concise instructions for users on how to effectively fill out the necessary forms and facilitate a smooth conversion process.

Follow the steps to successfully complete your conversion

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by selecting your conversion date in Xero. Identify the date from which you want to report, ensuring it aligns with your legacy system's reporting needs.
3. Export your trial balance from your current accounting software. Extract it as of your chosen date and save it as an Excel document in CSV format.
4. Format the trial balance appropriately for the Conversion Toolbox. Ensure that it meets the required structure for the tool to read the data correctly.
5. Log in to the Conversion Toolbox and select the organization you wish to connect to Xero. Allow access for the required time frame.
6. Click ‘Select CSV File to Upload’ and choose the exported trial balance for uploading. Confirm your selection before proceeding.
7. Map the column headers from your trial balance. Identify and confirm your debit and credit columns or the single amount column system, ensuring you label them correctly.
8. Map your trial balance accounts to your existing chart of accounts in Xero, identifying any reclassification that may be necessary.
9. Confirm the conversion date for the entity you are completing the transfer for, ensuring consistency with your accounting reporting periods.
10. Preview and verify the conversion balances. Engage with any detailed information presented to ensure accuracy.
11. Finalize the conversion by saving the updated balances in Xero. After finishing, the tool will import the conversion balances automatically.
12. Log into the Xero organization to verify that all balances have imported correctly, checking for any discrepancies that may need addressing.

Start your document conversion process online today!