The best way to import data into Xero when moving from another accounting system depends on a few factors. If you are moving from specific versions of MYOB, there may be tools that can import some of that data for you. From other accounting platforms, you may be able to export transactions and reports from the existing software - then import it into Xero using their import templates. It's also possible to use Xero's API to automate some of the setup process. The best way to import data into Xero will vary based on what you currently have - and the best place to start is a chat with Xero certified advisors like us who can manage the conversion process for you
If your financial reporting is all up to date, then there may not be any need for you to access your old accounting data after conversion. In which case you may be able to close the account. As a best practice recommendation, wait for a few months after converting to Xero to close out your old accounting platform, and if possible, find out if there is a way to spin it back up again should you ever need it!
Before doing any conversion, we review your existing accounting software to understand how you use it, and whether there is any work to do first to clean up the accounts ready to convert. During this step we also let you know if Xero can do what you need. This is especially important for large businesses with high transaction volume or complex processes. We can show you what you can do in Xero, and what workflows or reports might need to be done using another app or outside of Xero.
Pretty much anything. We've converted people from MYOB, Sage, QuickBooks, Reckon, AccPac, Agrimaster, Wave, and Excel. If it can dump reports and data, we can work with it. The only impact your accounting software has on conversion is the amount of data we bring into Xero, and how much data we need to transform to get the accounts up to scratch. We love converting complex software, so if you have something left field - we've love to take it on