Switch from Zoho Books to Xero with Ease
Looking for a more flexible and scalable accounting solution? Move My Data helps you transition from Zoho Books to Xero quickly and reliably. With Xero’s modern features and our hands-on migration support, you’ll gain better control over your finances without disruption.
Steps
Our Migration Process
Our smart, modern approach ensures your move from Zoho Books to Xero is quick and accurate, with minimal disruption.
Planning
We review your Zoho Books setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Zoho Books.
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from Zoho Books to Xero
Easier Everyday Accounting
Xero’s intuitive layout helps you manage your finances more efficiently—saving time on tasks that can feel clunky in Zoho Books.
More Cost-Effective
Xero offers flexible, affordable pricing with features designed for growing businesses—so you get more value without extra overhead.
Real-Time Financial Visibility
Access live reports and dashboards anytime, giving you the insights you need to make faster, data-driven decisions.
Ready to Scale Globally
With built-in multicurrency support and hundreds of integrations, Xero makes it easy to expand into new markets and work across borders.
Why More Businesses Are Choosing Xero Over Zoho Books
As businesses grow, many find they need more flexibility, integrations, and real-time insights than Zoho Books can offer. Xero delivers a more powerful and scalable accounting experience—without added complexity. Here’s how they compare:
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Feature
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Xero
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Zoho Books
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|---|---|---|
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Ease of Use
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Modern, intuitive interface that's easy to navigate
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Clean layout, but limited customization
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Pricing
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Flexible plans suited to growing businesses
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Competitive pricing, fewer advanced features
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Multicurrency Support
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Included in higher-tier plans, simple to use
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Available, but limited to specific plans
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Integrations
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800+ business apps (e.g., Stripe, HubSpot, Shopify)
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Fewer third-party integrations
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Reporting
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Real-time, customizable financial reports
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Standard reporting with limited flexibility
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Scalability
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Ideal for small to mid-sized businesses planning to grow
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Best for freelancers and smaller operations
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What's Included in Our Zoho Books to Xero Migration Services
We ensure a comprehensive and accurate transfer of your financial data, covering every critical component of your accounting system. Here’s what you can expect to be included in your migration:
Chart of Accounts
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Customers & Suppliers
All contact details, billing and shipping addresses, tax settings, and payment terms for your customers and vendors are securely transferred to maintain continuity in your business relationships.
Invoices & Bills
Historical and open sales invoices and purchase bills are migrated with full line-item details, dates, references, and tax information to keep your transactional records intact.
Payments & Credits
We carry over your full payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.
Bank Transactions & Reconciliations
All historical bank transactions, including reconciled items and bank statement imports, are migrated to provide a clear and continuous audit trail.
Journals & Adjustments
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Payroll Data (if applicable)
Employee profiles, salary details, pay history, deductions, tax filings, and year-to-date payroll information are all securely imported to meet compliance and reporting needs.
Attachments & Notes (if supported)
Supporting documents such as receipts, contracts, and internal notes attached to transactions or contacts are carried over to retain valuable context and history.
Free Checklist Download:
“How to Prepare for Your Software Migration”
Global Xero Migration Experts
Multicurrency Migrations
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from Zoho Books.
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Help Move from Zoho Books to Xero
Xero offers a more flexible and scalable accounting solution compared to Zoho Books, making it a great choice for a variety of businesses ready to grow. Here are some common types we assist with:
Small Businesses
Entrepreneurs and small teams looking for an easy-to-use, affordable accounting system that doesn’t require extensive bookkeeping knowledge.
E-commerce
Online retailers who need robust inventory management, seamless integrations, and multicurrency support to sell internationally.
Professional Services
Consultants, agencies, and freelancers seeking faster invoicing, project tracking, and streamlined client management.
Manufacturing
Businesses ready to move beyond Zoho Books’ basic features and adopt a platform built for long-term growth and scalability.
Why Businesses Trust Move My Data
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Move My Data offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero?
Don’t let limited accounting tools hold your business back. Move from Zoho Books to Xero with our expert migration services. Get a free consultation and start streamlining your finances today!
Request Your Free Quote
Frequently Asked Questions
Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.
Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.
Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.
We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.
Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!