- Go to Accounting: In the Xero dashboard, click on the Accounting tab.
- Navigate to Advanced: From the Accounting menu, select Advanced.
- Select Export Accounting Data: Under the Advanced settings, you’ll find the option to Export Accounting Data.
- Choose Your New Software: Select the software you’ll be moving to (e.g., Sage).
- Generate Documents: Xero will generate necessary documents like the General Ledger that you can then import into your new software.
- You can adjust the date range for the data export if needed.
I hope you found this tutorial helpful! You can watch a video tutorial below.
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