Transferring data from an exisitng xero to a new xero

[kimdeere]

I have a xero company who has exceeded xeros limits over the years so we want to start a new xero for the current financila year whcih started 1 January. Has anyone done a successful export of the data and import into a new xero with sales invoices, bills, and bank. Any tips/ ideas would eb most welcome

Thanks
Kim

[Neville]

Hi @kimdeere

The Conversion Tool in the templates Library is a great way to start by importing COA, taxes, balances etc…

Then the various templates can be used to copy and move any required data from one entity to the other.