Perimattic
data-migration

Xero to QuickBooks Migration — Accounts, Invoices & Bank Feeds

ERPPlugs migrates your Xero organisation to QuickBooks, transferring the chart of accounts, contacts, invoices, bills, bank transactions, journal entries, and tax rates. The connector maps Xero account types and tracking categories to QuickBooks classes and locations. Invoices migrate with line items, payment allocations, and outstanding balances. A trial balance comparison verifies accuracy before you begin transacting in QuickBooks. Most migrations complete in 3-8 hours.

Migrate chart of accounts, contacts, invoices, bills, and bank transactions from Xero to QuickBooks with tracking-category conversion.

Xero
QuickBooks
5-minute setup30-day money backNo coding required
99.9%

Account balance accuracy post-migration

100%

Tracking category to class/location conversion

3 hrs

Average migration time for standard Xero files

0

Manual transaction re-entry required

Overview

What this connector does

Xero-to-QuickBooks migrations arise when businesses need QuickBooks' deeper integration with US banking, payroll systems, or industry-specific software. The migration requires careful handling of Xero-specific features like tracking categories, repeating invoices, and dual-role contacts that do not have direct equivalents in QuickBooks.

ERPPlugs manages these structural differences with intelligent conversion logic. Tracking categories — Xero's mechanism for departmental or project-based reporting — convert to QuickBooks classes or locations depending on your use case. You configure the mapping during setup so the conversion matches your reporting needs. Repeating invoices and bills become QuickBooks recurring templates with schedule frequency and line items preserved. Dual-role contacts that serve as both customer and supplier in Xero are automatically split into separate QuickBooks customer and vendor records with the correct transactions linked to each.

Multi-currency support is handled end-to-end. Foreign currency invoices, bills, and bank accounts transfer with their original currency codes and exchange rates. If you are moving to a single-currency QuickBooks file, ERPPlugs converts all transactions to the base currency with the rate recorded on each original transaction. A post-migration trial balance report lets your accountant verify that every account balance reconciles before you begin transacting in QuickBooks.

At a glance

Category
data-migration
Capabilities
10
Synced data types
5
Setup time
~5 minutes
Before vs After

What changes when you plug ERPPlugs in

See how automation transforms your Xero-QuickBooks workflow.

TaskManual IntegrationERPPlugs
Tracking category conversionExport Xero data as CSV losing tracking category assignments and bank feed linksTracking categories auto-convert to QuickBooks classes or locations in minutes
Repeating invoice setupManually recreate tracking categories as QuickBooks classes or locations one by oneRepeating invoices become QuickBooks recurring templates with schedule preserved
Multi-currency transaction transferRe-enter repeating invoices as QuickBooks recurring transactions from scratchMulti-currency transactions transfer with original exchange rates and amounts
Dual-role contact splittingLose multi-currency exchange rates and foreign currency transaction historyDual-role contacts automatically split into separate customer and vendor records
Trial balance verificationSpend days verifying that dual-role contacts split correctly into customers and vendorsTrial balance comparison confirms every account matches between systems
Who It's For

Built for teams that need reliable automation

The Xero <-> QuickBooksconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.

Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.

Financial Controller

Oversees financial reporting and needs tracking categories to convert cleanly to QuickBooks classes so departmental P&L statements work immediately after migration.

Business Owner

Switching to QuickBooks for better integration with US banking and payroll systems. Needs historical data to transfer so the accountant has prior-year comparisons.

Tax Accountant

Preparing year-end returns and needs the client's Xero data in QuickBooks with accurate tax code mapping and transaction dates for lodgement deadlines.

Architecture & Sync

How data flows and what gets synced

The bridge between Xero and QuickBooks, and the exact records that move across it.

Data flow
Xero

Xero

ERPPlugs

ERPPlugs Engine

QuickBooks

QuickBooks

What flows across
Chart of AccountsContactsInvoices & BillsBank TransactionsJournal Entries
Sync details
Data TypeDirectionFrequency
Chart of AccountsXero → QuickBooksOne-time migration
ContactsXero → QuickBooksOne-time migration
Invoices & BillsXero → QuickBooksOne-time migration
Bank TransactionsXero → QuickBooksOne-time migration
Journal EntriesXero → QuickBooksOne-time migration
Automation

Common automation scenarios

Real workflows this connector automates for you.

When

Australian business expands to the US and needs QuickBooks for local tax compliance

Then

ERPPlugs migrates the Xero organisation to QuickBooks Online US with GST-to-sales-tax code mapping and multi-currency transaction handling.

When

Company switches accountants and the new firm requires QuickBooks for their workflow

Then

ERPPlugs transfers the complete Xero dataset to QuickBooks with tracking categories as classes so the new accountant inherits the reporting structure.

When

Business needs QuickBooks Desktop for industry-specific integrations unavailable in Xero

Then

ERPPlugs migrates Xero data to QuickBooks Desktop with account type mapping and fixed asset register transfer.

When

Franchise operation standardises all locations on QuickBooks for consolidated reporting

Then

ERPPlugs runs individual migrations from each location's Xero file into a shared QuickBooks company with location-based tracking.

Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Chart of accounts migration with Xero-to-QuickBooks account type mapping
Tracking category conversion to QuickBooks classes or locations
Contact migration with customer, vendor, and employee separation
Invoice and bill transfer with line items and payment allocations
Bank transaction import with reconciliation status preserved
Journal entry migration with tracking-category-to-class mapping
Tax rate conversion including compound and zero-rated codes
Repeating invoice conversion to QuickBooks recurring transactions
Fixed asset register transfer with depreciation schedules
Multi-currency account and transaction support
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Tracking to Classes

Xero tracking categories convert to QuickBooks classes or locations for department reporting.

Recurring Transactions

Repeating invoices and bills convert to QuickBooks recurring templates automatically.

Balance Verified

Trial balance comparison confirms financial accuracy before you start using QuickBooks.

Multi-Currency

Foreign currency accounts and transactions transfer with original exchange rates.

Free to Try

Try the Xero → QuickBooks Migration Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Xero and QuickBooks inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

GDPR Article 20 — data portabilitySOC 2 Type IICCPAISO 27001

Xero

Xero Starter, Standard, Premium

QuickBooks

QuickBooks Online (Simple Start, Essentials, Plus, Advanced), QuickBooks Desktop Pro/Premier/Enterprise 2020+

Setup in Minutes

1

Connect Source

Authorize ERPPlugs to read your Xero organisation via OAuth.

2

Map Accounts

Auto-map or custom-map Xero accounts, tracking categories, and tax rates to QuickBooks.

3

Preview & Validate

Run a trial migration and compare the resulting trial balance against Xero.

4

Execute Migration

Migrate all records with real-time progress tracking and balance verification.

7-Day Free Trial

Start free for 7 days — no credit card required

Connect your ERP and start syncing in 5 minutes. Try ERPPlugs free for 7 days — no commitment, no payment details, cancel anytime.

  • Full access to all 150+ ERP connectors
  • Real-time data sync across every integration
  • No credit card required to start
  • 7 days, cancel anytime — no long-term commitment
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Docs, guides, and other ways to get more out of Xero.

Answers

Frequently Asked Questions

ERPPlugs maps Xero tracking categories to QuickBooks classes or locations depending on how you use them. If you track departments via tracking categories, they become QuickBooks classes. If you track geographic regions, they become QuickBooks locations. The mapping is configurable so you can split tracking categories across both dimensions.

Yes. Xero repeating invoices and bills convert to QuickBooks recurring transactions. The schedule frequency, next invoice date, line items, and customer or vendor associations all carry over. If the Xero schedule uses an interval that QuickBooks does not support natively, ERPPlugs maps it to the nearest equivalent.

ERPPlugs supports multi-currency migrations. Foreign currency invoices, bills, and bank accounts transfer with their original currency and exchange rate. QuickBooks Online Plus and Advanced support multi-currency; if you are migrating to a single-currency QuickBooks file, ERPPlugs converts all transactions to the base currency.

Xero allows a single contact to be both a customer and a supplier. QuickBooks separates customers and vendors into different lists. ERPPlugs creates a customer record and a vendor record in QuickBooks for each dual-role Xero contact and links the related transactions to the correct record type automatically.

ERPPlugs transfers fixed asset records from the Xero fixed asset register to QuickBooks fixed asset accounts. Asset name, purchase date, cost, depreciation method, and accumulated depreciation all carry over. Depreciation schedules are recreated in QuickBooks so future depreciation calculations continue accurately.

Get Started

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