Importing reconciled bank statements from xero

Hi @garyjackson

What you may find easier is to import a trial balance from Xero. This basically outlines all the balances of the nominal accounts as of a certain date, similar to this one (from QuickFile):

This would essentially allow you to pick up where you left off as everything would be set and ready to go.

The only catch is the numbering is different between the two systems, but if you’d like to download a copy and send it over (I’ll send you a private message regarding this now), then we can help sort this for you.

The same goes with clients and suppliers, downloading them in an excel/CSV format, then they should import all OK.

I hope that makes sense?

[Edit]
There’s information on how to export the trial balance from Xero (in Excel format) here

You may also find this guide useful: