Switch from Xero

Xero lets you export most lists and reports as CSV or Excel. Pop Books accepts .csv and .xlsx from Xero.

What to export

1. Open Accounting, then Chart of accounts, and choose Export.
2. Open Contacts, then All contacts. Use the three-dot menu and choose Export. Open Business, then Products and services, and choose Export.
3. Open Reporting, then All reports, then Trial Balance. Set the date to your cut-over date, choose Update, then Export.
4. For open items, export Aged Receivables Detail and Aged Payables Detail at your cut-over date.
5. Only for full history: export Account Transactions or General Ledger Detail for all accounts and dates.

How Xero marks customers and suppliers in the contact export is one of the less certain parts. Check the columns in the preview and re-map any that are wrong.

Then, in Pop Books

1. Choose Switch from… in the side rail and pick Xero.
2. Drop in your files, or paste cells. Pop Books checks the columns and shows what it found. You can change any match.
3. Choose your cut-over date. This is the day you start in Pop Books.
4. Choose what to bring in. Balances at the cut-over date is recommended. Full general ledger history brings in every journal.
5. Run the dry run. It shows what would come in and any rows to look at. Nothing is written.
6. Choose Bring it in.
7. Download the proof check (PDF). It sets the old trial balance next to the new one at the cut-over date and lists any difference.

Good to know

• You can choose Undo this switch for 30 days. Documents are voided and entries reversed. The history keeps both.
• Credit notes and partly paid documents are not brought in as documents. They are listed as rows to look at.
• Menu names change between releases of Xero. If a name differs, look for the closest one.
• No real export from Xero has been tried yet. The steps come from its documentation.
• Pop Books never signs in to Xero and makes no network call to it.