Migrate from Xero.

Chart of Accounts

Navigate to:

Accounting > Chart of Accounts

Export:

Click the Export button on the Chart of Accounts page

Format:

CSV

Xero's Chart of Accounts page has a direct CSV export. This is one of the few Xero screens with a native CSV option.

Trial Balance (Opening Balances)

Navigate to:

Accounting > Reports > Trial Balance

Export:

Set the "As of" date to your cutover date, then click Export > Excel

Format:

XLSX, PDF, or Google Sheets

This is your opening balance sheet for Quoining. Verify the date before exporting.

Contacts (Vendors and Customers)

Navigate to:

Contacts > All Contacts

Export:

Click the Export button on the Contacts list page

Format:

CSV

Xero uses the term "Suppliers" for vendors. The export includes both customers and suppliers — filter by the "Type" column in the CSV.

Open Bills (AP Aging)

Navigate to:

Accounting > Reports > Aged Payables Detail

Export:

Set the "As of" date to your cutover date, then Export > Excel

Format:

XLSX

Shows all unpaid supplier bills as of the cutover date. Re-enter these in Quoining.

Open Invoices (AR Aging)

Navigate to:

Accounting > Reports > Aged Receivables Detail

Export:

Set the "As of" date to your cutover date, then Export > Excel

Format:

XLSX

Shows all unpaid customer invoices. Re-enter these in Quoining.

Bank Transactions (optional)

Navigate to:

Accounting > Reports > Account Transactions > select your bank account

Export:

Set the date range, then Export > Excel

Format:

XLSX

For historical transaction data. Alternatively, download bank statements directly from your bank in CSV format.

General Ledger Detail (optional)

Navigate to:

Accounting > Reports > General Ledger

Export:

Set the date range, then Export > Excel

Format:

XLSX

For full GL history. Large reports may take time to generate. The Account Transactions report is an alternative if you need per-account detail.

Sign up and complete onboarding

Enter your company name, create your entities, and set your fiscal year start month. Choose your chart of accounts or upload the one you exported.

Enter opening balances

Use the Opening Balance Wizard to enter your trial balance as of the cutover date. Each GL account gets a debit or credit entry that matches your source system's balance sheet.

Import vendors and customers

Use Settings > Data Import to upload your vendor and customer lists as CSV files. Quoining maps the columns automatically.

Re-enter open AP and AR

Enter any open (unpaid) bills and invoices as of the cutover date. This establishes your starting AP and AR aging. You can also use the AI Accountant to create these from your exported aging reports.

Connect your bank accounts

Connect via Plaid for automatic transaction sync, or import bank statements as CSV/OFX files. SmartGL will categorize transactions using Claude and present them for your review.

Run your first reconciliation

Reconcile each bank and credit card account through the cutover date. The GL-based reconciliation matches your bank statement against posted journal entries.

Compare financial statements

Run a Balance Sheet and Income Statement in Quoining as of the cutover date and compare them to your source system. They should match. If they don't, check the Opening Balance Wizard for discrepancies.

Go live

Once your trial balance matches, you're live. Start categorizing new transactions, entering bills and invoices, and running your monthly close in Quoining.