Moving off Xero,
without losing the history.

How do you move from Xero to Bizzle?

1. 1

   Pick a clean switch date

   The start of a VAT quarter or a financial year is easiest, because it means one set of figures per return rather than a period split across two systems.

2. 2

   Export everything from Xero

   Chart of accounts, contacts, invoices, bills, and the trial balance at your switch date. Xero exports in standard formats; keep the files even after migrating, because they are your history.

3. 3

   Connect the bank and inbox

   Bizzle reads your bank feed and your email, and rebuilds recent invoices, receipts and payments from what is already there — which covers most of the last few months without importing anything.

4. 4

   Bring in contacts and open items

   Customers, suppliers, and anything unpaid on either side. Open invoices matter most: they are what you will be chasing next week.

5. 5

   Set the opening balances

   The trial balance at your switch date becomes Bizzle's starting position. Have your accountant confirm it — this is the one step worth an hour of their time.

6. 6

   Run parallel for a month

   Keep Xero readable while Bizzle takes the new activity. At month end the two should agree; if they do not, you find out now rather than at year end.

7. 7

   Cancel, but keep the export

   Once the figures agree, close the subscription. Keep your exported files: HMRC expects records kept for years after the return they support.

What people get wrong

• —Your accountant keeps a free login on Bizzle, so they can watch the migration rather than receive it as a surprise.
• —Attachments matter. Invoices and receipts attached to transactions in Xero are part of your evidence trail — export them, do not just export the numbers.
• —If you are mid-VAT-quarter, finish the quarter in Xero. Splitting a return across two systems creates a reconciliation nobody enjoys.

What it costs you in time

Most small businesses are running within a day. The parallel month afterwards is not work, it is a safety net — you carry on as normal and compare the two at month end.

The step worth paying for is the opening balance. An hour of your accountant's time there saves an unpleasant afternoon later, and they keep a free Bizzle login afterwards.