Clean up an existing Xero
      Back to home
      1. Home
      2. SPFR in Xero
      3. Clean up an existing Xero

      Can I import a new chart of accounts into an existing Xero

      Ensure you understand the options and risks

      Yes.

      And, No.

      You should only import a new chart of accounts into a Xero when, there are NO TRANSACTIONS in Xero.

       

      Warning! 

      Importing a new chart of accounts into an existing Xero with multiple transactions can create issues.

      The reason is, Xero MAY either 

      1. Archive accounts
      2. Delete accounts

      Which means you MAY have

      1. Duplicated accounts
      2. Inaccurate reports

      In short, do NOT do it when there are transactions in Xero.