Switch from QuickBooks or Xero
Bring your books across from their export files, check every figure before it goes in, and compare the trial balance account by account.
What comes across
- Chart of accounts
- Customers and suppliers
- Items
- Open invoices and bills
- The year so far, by month
- Every balance on your cutover date
How it works
Choose a cutover date.
The day SyncBooks takes over your books.
Export from QuickBooks or Xero.
Download their export files.
Bring them into SyncBooks.
Everything is shown in a preview before anything is saved.
Compare the trial balance.
SyncBooks compares its trial balance with your old one, account by account, so you can see that everything arrived.
CSV imports too
Import customers, suppliers, items and the chart of accounts from a CSV file in SyncBooks', QuickBooks' or Xero's own columns. Each row is previewed before it is saved.
Why businesses switch
- The same tools on every plan. Invoices, bank feeds, reports, inventory and more, whichever plan you choose.
- Inventory that belongs in the books. Warehouses, bins, serials, lots, kits and landed cost, posted to the journal.
- Orders from your channels in one list, with profit after ad spend.
- Several companies, one login. Switch between companies from one menu, see them all on one Home board, and share stock between them.
Direct connections
A direct connection to QuickBooks Online and Xero is built and opens once SyncBooks' developer accounts with them are approved. Export files work today.
Help switching
Book a setup appointment and one of us sets SyncBooks up with you, at a time you choose, including moving from QuickBooks or Xero.