How to I import conversion balances into a Xero ledger

This excel template will save you hours

First, download the template as it will help a lot.

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All you need to do is copy the account name and the amount in.

BUT

You need to reformat it first:

  1. Amount column
    1. DR = positive
    2. CR = negative
  2. Description
    1. Merge the account code and account name
    2. =account code CELL &" - "&account name CELL
    3. Copy / paste column with values

MYOB Balances

The video will help:
  1. How to speed up the data / journal importing into Xero
  2. The example used is an MYOB desktop data export

Knowledge Base Video


QBO Balances

The video will help:

  1. How to import QBO data into Xero ledgers

Knowledge Base Video