Category · Moving a client's books

Moving a client's books?

Moving a client's books off QuickBooks Desktop or MYOB, or switching them after a price rise? The software companies want the business, so they often pay for the move. Here's who does the converting, and what you'll still need to sort out yourself.

See who does the converting No sign-up. Nothing to buy from us.

Owner leaving Desktop yourself? Start with the export checklist →

A room with packing boxes stacked beside a window — Photo: Alicia Christin Gerald on Unsplash

Sound familiar?

Bookkeepers and practitioners asking recently

“Absorbing software costs needlessly”

A practitioner's QuickBooks Desktop renewal jumped from 1 Oct. Several others in the thread say they're moving all their clients off it this year, to Xero, Zoho and smaller newcomers.

r/QuickBooks · Oct 2026 · Read the thread →
Assets that came across from MYOB AE Tax with random numbers

Fixing them by hand is slow.

MYOB Community · Sep 2026 · Read the thread →

What we keep hearing: moving the data is the easy part. Xero pays its conversion partners, so a standard move is often free. The trouble is what doesn't come across, and what comes across messy. People also want the real cost before they start, including extra years of history.

Who does the converting

What each provider says about itself, from its own website or app listing. A conversion copies your whole file, so read what each one says about security and about what it leaves behind.

Moving into Xero

Jet Convert

Owners and bookkeepers moving into Xero in Australia, New Zealand or the US

Country not stated on its site (serves AU, NZ and US)

Xero's conversion partner

Converts MYOB, QuickBooks Online, QuickBooks Desktop and Enterprise (US) and Reckon (AU) into Xero
The standard conversion of the current and previous financial year is fully paid for by Xero
Bank rules and tracking or class balances don't come across

Standard $0 · faster package $470 · each extra year $150 (currency not stated)Visit site → · Xero App Store →

Q2X

US businesses moving from QuickBooks Online into Xero

Country not stated on its site (US businesses only)

QuickBooks Online into Xero, and nothing else

Xero covers the cost of simple conversions
Complex ones may cost extra
It doesn't move projects, tracked inventory, recurring schedules, files, bank rules or tax settings

Free for simple conversions, paid by Xero · complex ones may cost extraVisit site → · Xero App Store →

Moving into Xero, QuickBooks Online, Zoho Books and others

MMC Convert

Anyone moving between many systems, in most countries

Country not stated on its site. Offices in Melbourne, London, Chicago, Dubai and Indore

Converts many systems, worldwide

Converts into Xero, QuickBooks Online, FreeAgent, Zoho Books and more
From A$99 for QuickBooks Online, MYOB or Reckon into Xero
From A$399 for other software, with extra years from A$85

From A$99 · from A$399 for other software · extra years from A$85Visit site →

Facts as shown on each provider's own site or app listing, checked 10 Oct 2026. Jet Convert's prices show a $ sign with no currency, so we show them the same way. MMC Convert's prices are in A$. Jet Convert's free standard conversion had no end date on its pricing page when we checked, but check it's still on before you book.

Do it yourself

Routes the software companies offer themselves.

QuickBooks Desktop into QuickBooks Online: Intuit's own migration, built into Desktop. Intuit says there's no charge. Moving into a QuickBooks Online company that already has data replaces it, and can't be undone.
Into Xero: Xero's Conversion Toolbox imports lists and history from CSV files. Xero's guide is aimed at accountants and bookkeepers.
Into Zoho Books: Zoho Books has import templates. Check Zoho's own help centre for the steps from your current software.

What usually doesn't move (check before you switch)

Every converter lists what it leaves behind. These come up again and again.

Products and services, and stock. You'll often import them yourself afterwards. Check the codes carefully, because a changed code becomes a duplicate item.
Bank rules, recurring invoices and tax settings. Set them up again.
Tracking or class balances, budgets and fixed asset registers.
Payroll and employee records. These are set up fresh in the new system.
Foreign currency, which usually arrives converted to your home currency.

Before and after the move

Before: reconcile your bank and card accounts, and clear old open invoices and duplicate accounts. Most tools copy your books exactly as they are, mess included.
Ask for the full price for the years of history you want. "Free" usually covers one or two years.
After: compare the trial balance, money owed to you and money you owe in the old and new systems on the same date, before you stop using the old one.

Want a shortlist for your setup?

Tell us what you use now and what's getting in the way, and we'll reply with the tools that fit.

Email us

info@in2fpa.com

How we pick

First Contact is a small marketing team. We aren't paid by any provider on this page and these aren't endorsements. We list newer or niche tools that solve the problem owners are asking about, using only what each one says on its own site. This page is a practical guide to conversion specialists, the niche firms that do the work. We don't list the big names (Xero, QuickBooks and so on); you already know them.

Not accounting advice. Talk to your accountant or bookkeeper before you move your records.

Spotted something wrong, or want your tool listed? Email info@in2fpa.com.