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Xero Migration Experts
ClearBooks to Xero Migration Services
Migrate ClearBooks to Xero with a clarity-first, reconciliation-led process. We handle historical transaction migration, bank reconciliation, and a full Xero setup — so nothing about your ClearBooks bookkeeping data stays blurry once it lands in Xero.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Fixed
Scope quoted before we start
Checked
Every balance verified against source
12+
Years in cloud accounting
Gold
Xero Champion Partner status
Trusted by Businesses Worldwide
Before we start
Can Your ClearBooks Data Come Into Focus in Xero?
Usually — how clean the picture is depends on what you can still pull out of ClearBooks. We check the focus before we promise anything.
Sharp
Full Export Available
You can pull complete transaction and reporting data straight out of ClearBooks.
We use it as the primary source — less rebuilding, a clearer picture from day one.
Soft focus
Reports Only, Thin Detail
You’ve got ClearBooks-generated reports, but the transaction-level detail is sparse.
We line those reports up against bank and card statements to sharpen what's underneath.
Out of focus
Limited ClearBooks Access
We work from whatever's left and say plainly what can be brought into focus and what can't.
Whatever the starting picture looks like, the rule is the same: if we can’t verify it, we say so — we don’t quietly sharpen a guess.
Migration scope
What a ClearBooks to Xero Data Migration Actually Covers
The real scope of your accounting data migration, area by area — not a marketing list.
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Data area
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How it's handled
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How it's checked
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|---|---|---|
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Chart of Accounts
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Rebuilt to fit how Xero organises things, not just copied over
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Structure checked on arrival
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Opening Balances
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Set from your most reliable closing figures
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Balance checked line by line
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Historical Transactions
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Imported directly where possible, reconstructed where the trail is thin
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Period totals checked
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Bank Transactions
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Pulled from whatever exports and statements you can provide
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Statement fully reconciled
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Credit Cards
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Imported, or rebuilt from statements when needed
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Statement fully reconciled
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Customers
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Brought across wherever contact and history data exists
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Records spot-checked
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Suppliers
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Brought across wherever contact and history data exists
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Records spot-checked
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Outstanding Invoices
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Recreated where there's a paper trail to support it
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Balance confirmed against source
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Outstanding Bills
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Recreated where there's a paper trail to support it
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Balance confirmed against source
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Financial Reports
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Used as the evidence base for the whole migration
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Compared line by line with Xero
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If something's still blurry
An Incomplete Picture Isn't a Failed Migration
If a piece of your ClearBooks bookkeeping data can’t be pulled directly, we go looking for it somewhere else before we assume anything about it.
Bank Statements
Reconstruct months of transaction activity.
Card Statements
Fill in card history ClearBooks didn't export.
ClearBooks Data
Give us totals to check the rebuild against.
Invoices & Bills
Confirm what's genuinely still outstanding.
Year-End Records
Confirm opening and closing positions.
Payment Records
Add supporting evidence where relevant.
No silent assumptions
Anything we can’t independently confirm gets flagged and discussed with you — not quietly sharpened into your Xero file.
Why bother switching
Why Businesses Switch From ClearBooks to Xero
It’s less about the interface and more about who’s in control once you move from ClearBooks to Xero.
An organisation you fully control
Xero is yours outright — user access, financial configuration, and connected apps are set by you, not bundled into someone else's plan.
An accountant you actually chose
Bring your own accountant or bookkeeper into Xero, or manage it yourself. Your books aren't tied to one platform's ecosystem of advisers.
A wider set of connected apps
Xero connects to a large third-party app ecosystem — payments, inventory, payroll, reporting — so your setup isn't limited to one vendor's add-ons.
Side by side
ClearBooks vs Xero — Side by Side
Five things that change once you switch from ClearBooks to Xero.
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What changes
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ClearBooks
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Xero
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|---|---|---|
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Accounting control
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Managed within the ClearBooks platform
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Direct control over your own organisation
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Accountant access
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Tied to the platform's structure
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Choose who manages or advises on your organisation
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Connected applications
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A smaller set of integrations
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A broad third-party app ecosystem
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Reporting
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Shaped around the platform's defaults
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Configured around your business requirements
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Support
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Support through ClearBooks
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Xero's platform support, plus your own accountant, bookkeeper, or Xero specialist
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- Find your path
Which Crunch to Xero Migration Path Fits You?
- Snapshot
Recent History
Your ClearBooks records are organised and you only need a limited period moved.
Available ClearBooks exports
Opening balances
Recent transactions
Bank reconciliation
Xero setup
- Full picture
Multiple Years
You want several years of accounting history sitting inside Xero.
Historical reports
Transaction data
Multiple bank periods
Balance reconciliation
Comparative history
- Restoration
Incomplete Records
Missing transaction details require reconstruction from other evidence.
Bank statements
Card statements
Financial reports
Transaction reconstruction
Detailed reconciliation
The process
Our ClearBooks to Xero Migration Process, Step by Step
Six steps, from first frame to final focus. Every one produces something you can see.
Frame
We map out the history you want, the ClearBooks records you can access, your accounts, and your target go-live date.
Capture
We collect every export, statement, and report you can hand us.
Develop
We separate what transfers directly from what needs rebuilding, then set up your Xero organisation.
Focus
Available data moves across. Missing history gets reconstructed from bank and card evidence where it holds up.
Review
Bank, card, and financial statement balances get checked against what landed in Xero.
Deliver
Your Xero organisation is handed over, documented, and ready for day-to-day bookkeeping.
Before we call it finished
Financial Data Migration Isn't Done at "Import Complete"
A clean import log doesn’t mean your numbers are right. It means files moved. We check whether a Xero data migration actually agrees with where it came from.
Opening Balances
Compared with available closing financial records.
Checked
Bank Accounts
Checked against source bank statements.
Checked
Credit Cards
Compared with available card statements.
Checked
Profit & Loss
Historical totals reviewed against available reports.
Checked
Balance Sheet
Key balances compared with reliable financial records.
Checked
Receivables & Payables
Outstanding amounts confirmed where evidence exists.
Checked
How much history
Macro Focus, Standard Lens, or Wide Angle?
Every accounting data migration covers a different amount of ground — choose how much of your ClearBooks history comes with you.
Macro focus · Opening Position
Just the Essentials
Best when you mainly need Xero ready for future bookkeeping.
- Agreed opening balances
- Xero setup
- Bank account setup
- Core account structure
Best for businesses that don’t need detailed history inside Xero.
Most Common
Standard lens · Most common
Recent History
Bring recent periods across for better comparison and reporting.
- Opening balances
- Agreed transaction history
- Bank and card data
- Financial reconciliation
- Xero setup
Best for businesses that want useful recent comparisons.
Wide angle · Everything
Full Historical Migration
Bring several years of available financial history into Xero.
- Multi-year transactions
- Historical financial records
- Bank and card reconciliation
- Opening and closing positions
- Additional reconstruction where needed
Best for businesses that want their full accounting history on hand.
- What shapes the quote
What Actually Drives the Cost of a ClearBooks to Xero Migration
There’s no generic package, because there’s no generic mess. Select what applies to your ClearBooks data migration — the dial won’t give you a price, but it shows you the shape of the work.
Migration scope
0
of 6 factors selected
This shows relative scope, not a price. Every quote is based on your actual records.
Want an accurate migration cost?
Get a Fixed Migration QuoteGet started
Start Your ClearBooks Data Migration
Nothing here needs to be perfectly organised first.
Helpful, not required
- ClearBooks Reports
- Bank Statements
- Credit Card Statements
- Year-End Records
- Invoices & Bills
- Migration Period
- Target Go-Live Date
Send what you have. We’ll tell you what else, if anything, is needed.
EXPLORE MORE XERO MIGRATIONS
More Platforms We Migrate to Xero
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
FAQ
ClearBooks to Xero Migration, Answered Plainly
In most cases, yes. Available ClearBooks exports, reports, statements and invoices give us the starting point. How much historical data can be migrated depends on the records available.
As part of a ClearBooks to Xero Data Migration, this can include opening balances, historical transactions, bank and credit card activity, customers, suppliers, outstanding invoices and outstanding bills, depending on the available source records.
Yes. Having live access to ClearBooks during the migration makes it easier to retrieve records and investigate missing information.
A migration may still be possible. We work from whatever ClearBooks exports and reports you retained, plus bank statements, card statements and other financial records.
Yes, provided the source records hold up. Multi-year migrations normally take more processing and reconciliation than a single recent accounting period.
Yes. Reconciliation — including full bank reconciliation — is a core part of the process. Relevant balances are checked against available source records as part of the agreed scope.
Yes, wherever there's supporting information to confirm them. Outstanding balances are checked against the available records before being recreated in Xero.
Yes. The agreed scope can include the chart of accounts, financial settings, bank accounts, users and opening balances.
It depends on the number of accounting periods, transaction volume, number of accounts, and how clean your ClearBooks exports are.
We provide a quote after reviewing the scope of your migration — historical periods, transaction volume, data quality, and reconstruction work all factor in.
Yes. Xero training and post-migration support are available for business owners, internal finance teams, bookkeepers and accountants.
Yes, subject to the requirements and accounting records of the individual project.
Ready when you are
Ready to Move From ClearBooks to Xero?
Tell us what you can export from ClearBooks, how much history you want in Xero, and when you’d like to go live. We’ll tell you what’s realistic before you commit to anything.