

AUTOMATION
XERO TO QUICKBOOKS ONLINE AUTOMATION
(MIGRATION & COEXISTENCE)
Purpose
This integration is designed for firms using both Xero and QuickBooks Online, or those actively migrating between the two platforms. Its purpose is to facilitate side-by-side comparison and consolidation of data, allowing for selective migration or maintenance of parallel books during a transition. It also enables unified reporting across platforms, ensuring continuity and smooth acclimation for your team.
Impact
Firms can migrate selectively or maintain parallel books during a transition period, importing QBO data into Xero to compare results and phase out QuickBooks Online at their own pace. This flexibility significantly reduces the stress and risk associated with platform changes. It also allows for unified reporting by consolidating reports from both systems in Xero's dashboards, ensuring continuity of financial insights and helping your team acclimate to the new system without losing historical context or current visibility.
ROI: