What transfers
We migrate the chart of accounts, contacts, items, open invoices and bills, credit notes, opening balances and agreed transaction history. Attachments and niche app data are scoped separately so you know what will remain in the archive.
Tracking categories
Xero tracking categories are reviewed against Zoho reporting tags, branches and custom fields. Because the models are not identical, we design the target reporting structure before importing transactions.
Repeating invoices & automation
Repeating invoices, bank rules, payment services and reminders need rebuilding rather than blindly importing. We document active rules, remove redundant ones and test dates, VAT rates and nominal destinations.
VAT & MTD
We confirm the VAT scheme, registration date, return periods, tax rates and cutover return. Submitted history stays available through HMRC and your Xero archive; Zoho Books is authorised for future MTD submissions after reconciliation.
A controlled migration process
Audit the Xero organisation
Review locks, unreconciled items, tracking, VAT status, apps and data quality.
Design the Zoho organisation
Map accounts, reporting dimensions, tax treatments, users and integrations.
Export, clean and import
Load master data, balances, open ledgers and agreed history in controlled batches.
Reconcile and cut over
Match trial balance, aged ledgers and VAT control, then freeze Xero posting.
Train and support
Walk through banking, sales, purchases, VAT and month-end in the live configuration.