Xero Data Management

Whether you’re a small start-up or a multi-national corporation, managing your data with Xero’s cloud accounting software is simple. With Xero’s user-friendly CSV templates, you can import and export data from and to other finance systems without the time and effort of inputting the data manually. If you’re not sure where to start, Flow’s team of expert cloud accountants is here to help.

Here is an overview of Xero’s date importing and exporting features:

Importing data into Xero
With Xero, you can import bank statements, chart of accounts, contacts, outstanding invoices, bills and credit notes, inventory items, fixed assets, manual journals and even PayPal statements by CSV or TXT file formats. In fact, you can even import a client’s CSV bank statement file into Xero that you’ve coded so that your statement lines reconcile automatically.

Also, you can import invoices, credit notes, statements and purchase order templates into Xero as DOCX files. If you’ve yet to create templates, Flow’s experienced accountants can advise you on using your Xero software to create professional templates for all of your business needs.

Exporting data from Xero
When it comes to exporting your data and general ledger out of Xero and into other systems, Flow and Xero will enable you to do so with ease. From batch payments and budgets to reports and statements, Xero supports a range of file formats including BACS, CSV, XLS, Google Docs, MYE, PDF and TXT. And the result? Exporting your data to other systems is a breeze.

Custom templates created in Xero can also be exported to your computer by going to Invoice settings under ‘General Settings’ and simply downloading the theme you wish to export. Templates are exported as DOCX files and downloaded in a zip folder.

Flow data management services
If you’re setting up with Xero for the first time and need help correctly importing your data across to Xero, Flow’s team of expert cloud accountants can help. We appreciate the worries that many business owners have when switching to a new accountant. That’s why we go the extra mile to make your transition to Xero as smooth as possible.