Quicken and Xero may organise accounts differently, so the chart of accounts may need reviewing.
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Accounting software migration
Quicken to Xero Migration Service
Move your agreed accounting records from Quicken to Xero with a controlled migration process built around your existing financial data and future Xero setup.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Structured
Migration planning
Historical
Data options
Configured
Xero organisation
Reviewed
Before handover
Trusted by Businesses Worldwide
A better migration approach
Move to Xero without losing sight of your accounting history
Changing accounting software involves more than moving numbers between two systems. Your records can include customer and supplier information, bank activity, tax data, balances and reporting structures.
Our Quicken data migration to Xero starts by understanding how your Quicken records are organised. We then agree what should move, map the information into Xero and review the migrated records before handover.
- Quicken to Xero conversion
- Historical accounting data
- Xero setup
- Migration review
- Training
Review
Understand the Quicken source records.
Map
Decide where information belongs in Xero.
Review again
Check key migrated records before handover.
Why change platforms
Why migrate from Quicken to Xero?
As a business grows, it may need broader cloud access, stronger collaboration, connected applications and more flexible financial reporting.
Cloud Access
Access your accounting records online from supported devices with an internet connection.
Bank Feeds
Connect eligible bank accounts and bring bank transactions into your accounting workflow.
Online Invoicing
Create and manage customer invoices from within Xero.
Financial Reporting
Use Xero reports to review business performance and financial position.
Multiple Users
Give team members and advisers appropriate access based on their responsibilities.
Bills
Record supplier bills and manage upcoming payments within your accounting process.
App Integrations
Connect Xero with supported business applications where appropriate.
Payroll Options
Configure relevant payroll requirements where they form part of your migration project.
Xero Essentials
Access key tools for banking, invoicing, reporting, bills, users, integrations, and payroll.
Migration scope
What can be included in a Quicken to Xero migration?
Every accounting file is different. We review the available Quicken information and agree what should form part of your Quicken to Xero conversion.
Chart of Accounts
Move or rebuild the account structure needed for your new Xero organisation.
Customer Records
Transfer agreed customer information into Xero.
Supplier Records
Move supplier information required for future accounting processes.
Sales Transactions
Transfer agreed sales history based on the available Quicken data.
Purchase Transactions
Move relevant supplier transaction history where included within scope.
Bank Transactions
Transfer agreed bank related accounting data into the appropriate Xero structure.
Opening Balances
Prepare opening balances where the migration approach requires them.
Historical Transactions
Move agreed historical accounting information based on the migration period selected.
Tax Information
Configure applicable tax settings based on your migration requirements.
Fixed Assets
Review and migrate applicable fixed asset information where required.
Payroll Information
Prepare relevant payroll information when payroll setup forms part of the project.
Tracking Structure
Configure suitable Xero tracking requirements where needed.
Historical data
Keep the financial history your business still needs
Not every business needs the same amount of historical data. Some businesses need opening balances and current activity. Others need several years for reporting, audit support, management analysis or reference.
We can discuss how much historical information should form part of your Quicken to Xero migration. Where the available source data and project scope allow, historical accounting records can be brought into Xero.
Choose the right depth
Migration depth should match your reporting needs.
The right migration period depends on your accounting history, reporting needs, data quality and project scope.
Our process
Our Quicken to Xero migration process
A good migration needs clear stages. Our process focuses on understanding, preparation, conversion, review and handover.
Discovery
We discuss your Quicken setup, business structure, accounting requirements and expected Xero use.
Data Review
We review the available accounting information and identify what should form part of the migration.
Migration Planning
We agree the migration period, data scope, Xero setup requirements and project approach.
Xero Setup
We prepare the Xero organisation and configure the relevant accounting structure.
Data Migration
The agreed Quicken records are moved into Xero using the appropriate migration method.
Review
We review key migrated balances and records against the agreed source information.
Handover
Your team receives the migrated Xero organisation together with the agreed project support.
Training and Support
Xero training and ongoing support can be provided if required.
Flexible scope
Quicken to Xero conversion for different business structures
Our migration approach can be adapted around different organisational structures and accounting requirements.
- Sole traders
- Limited companies
- Ecommerce businesses
- Franchise businesses
- Charities
- Service businesses
- Multicurrency businesses
- Groups of companies
- Small and medium sized businesses
- Partnerships
Multicurrency
Migrating multicurrency accounting records
Businesses working across different countries can have additional migration requirements. Currencies, historical transactions, balances and exchange rate related entries may need additional review.
If your Quicken records contain multicurrency activity, we can assess the available data before deciding the right conversion approach.
Xero setup
Your Xero setup starts with the migration
Moving the records is only one part of changing accounting systems. Your new Xero organisation also needs an appropriate structure for future bookkeeping.
Organisation Settings
Configure relevant organisation and financial information.
Chart of Accounts
Prepare an account structure appropriate for your migrated data.
Bank Accounts
Set up relevant bank and credit card accounts.
Tax Settings
Configure applicable tax settings.
Users and Permissions
Provide suitable access for business owners, employees and advisers.
Tracking
Configure relevant tracking categories where required.
Fixed Assets
Prepare relevant fixed asset information where included.
Invoice Settings
Configure appropriate settings for future customer invoicing.
Reporting and Integrations
Review reporting needs and discuss suitable connected applications.
Why eCloud Experts
Why choose eCloud Experts for Quicken to Xero migration?
A migration affects the accounting information your business depends on. Our approach combines migration experience with practical Xero knowledge.
Migration Correction
Review problems left behind by an earlier accounting software migration.
Xero Training
Help your team understand the Xero features they will use day to day.
Xero Payroll Setup
Configure relevant payroll settings and employee information.
Xero Basic Setup
Configure a new Xero organisation around your accounting requirements.
Before and after
What changes when you move from Quicken to Xero?
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Before Migration
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After Migration
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|---|---|
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Accounting records held in Quicken
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Agreed accounting data available in Xero
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Existing Quicken account structure
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Xero chart of accounts prepared
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Older financial history in the previous system
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Selected historical records migrated
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Desktop focused workflow
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Cloud based accounting environment
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Existing manual processes
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Opportunity to review future accounting workflow
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Existing reporting approach
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Xero reporting environment
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Migration challenges
Common Quicken to Xero migration challenges
Accounting platforms do not always store information in the same way. A migration can require decisions rather than simple copying.
Different Account Structures
Historical Data
Older transactions may require additional preparation depending on their format.
Bank Records
Bank related information needs careful mapping into the appropriate Xero accounts.
Tax Treatment
Tax settings should be reviewed rather than assumed to match automatically.
Duplicate Records
Older files can contain duplicate or unused information that should be identified before migration.
Multicurrency Data
Currency related information can add additional migration complexity.
Who it is for
Is Quicken to Xero migration right for your business?
This service may suit businesses that want to move accounting records into a cloud platform, give multiple users access, keep useful financial history, connect supported applications or get specialist migration support.
Preparation
What we may need from you
- Quicken access or exports
- Migration period
- Financial year details
- Bank account information
- Chart of accounts
- Contacts
- Tax information
- Integration details
- Preferred go live date
- Payroll data
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.
Frequently asked questions
Quicken to Xero migration FAQs
Yes. Quicken accounting information can be assessed and migrated into Xero using an appropriate conversion approach. The exact records that can be moved depend on the available source data and agreed migration scope.
A migration may include accounts, contacts, balances, transactions, bank related data and other agreed accounting information. The source data should be reviewed before the final migration scope is confirmed.
Historical data can form part of the migration. The migration period depends on the available records, transaction volume and agreed project scope.
Multi year migrations can be considered where the required source information is available and the migration scope supports it.
Multicurrency migrations can be reviewed. Currency related transactions may require additional mapping and migration work.
Xero configuration can form part of the project. This may include the chart of accounts, bank accounts, tax settings, users and other agreed settings.
Payroll setup and training can be included or provided as an additional service depending on your requirements.
The timeline depends on the size and complexity of the accounting records, the migration period, transaction volume, currencies, payroll requirements and integrations.
You may wish to retain historical source records based on your accounting, legal and record retention requirements. Moving to Xero does not mean old accounting records should automatically be deleted.
Xero training and post migration support can be provided where required.
Start your migration
Ready to move from Quicken to Xero?
Tell us what you currently use, how much history you need and when you want to start using Xero. We can review your requirements and recommend an appropriate Quicken to Xero migration approach.