Xero → Zoho Books

Migrate from Xero to Zoho Books

Xero's pricing increases making you reconsider? Zoho Books delivers the same cloud accounting power with better automation and a broader product ecosystem. We handle the complete migration.

✓Xero Migration Experts

ZeroData Loss Guarantee

2–4 WksTypical Timeline

Get a Free Migration Assessment

Xero

Chart of Accounts

Zoho Books

Chart of Accounts

Invoices

Vendors

Bank Txns

Journal Entries

Tax Settings

Zero Data Loss

Why Switch

Why Businesses Switch from Xero to Zoho Books

Cost savings: Zoho Books Standard at $20/month includes features that require Xero Premium at $69/month. For a 5-user team, the annual savings are substantial.

Broader ecosystem: Xero requires third-party apps for CRM, HR, project management, and helpdesk. Zoho provides all of these natively, with data flowing between products without additional integration costs.

Better automation: Zoho Books includes workflow automation, approval processes, and custom functions that Xero does not offer at any price tier.

Scaling flexibility: As your business grows, Zoho One gives you access to 45+ business apps for one per-user price. There is no Xero equivalent.

Side-by-Side

Xero vs Zoho Books

See exactly how the two platforms compare feature by feature.

Feature

Xero

Zoho Books

Starting Price

$29/month (Starter — limited)

$0/month (Free plan available)

Standard Plan

$46/month

$20/month

Premium Plan

$69/month

$40/month (Professional)

Invoicing

Yes

Yes, with advanced automation

Expense Management

Xero Expenses add-on (extra cost)

Built-in, with receipt scanning

Bank Reconciliation

Strong auto-matching

Strong auto-matching with custom rules

Multi-Currency

Standard plan and above

Standard plan ($20/mo)

Project Tracking

Xero Projects add-on ($11/seat)

Zoho Projects (native integration)

Reporting

Good standard reports

Advanced with custom report builder

Payroll

Xero Payroll add-on (regional)

Zoho Payroll integration

Inventory

Limited

Full inventory management with Zoho Inventory

Ecosystem

Third-party marketplace

50+ native Zoho apps

Zoho Books advantage

Data Migration

What Data We Migrate

Every record migrated and validated before you go live. Nothing gets moved until we can prove it is correct.

Chart of Accounts

Mapped and verified against your source system

Customers

Full contact details, payment terms, and history

Vendors

Full contact details, payment terms, and history

Open Invoices & Credit Notes

All outstanding receivables migrated accurately

Paid & Closed Invoices

Complete historical invoice archive

Bills & Expenses

All vendor bills and expense records

Products & Services

Item catalog with pricing and tax rules

Bank & Credit Card Transactions

Cleared and uncleared transaction history

Reconciliation History

Matched transactions and cleared balances

Tax Rates & Settings

Sales tax groups, rates, and exemptions

Journal Entries

Manual and system-generated journal entries

Opening Balances

Verified against source system trial balance

Fully Validated Before Go-Live

Every account balance, open invoice total, and vendor record is verified against the source system. You sign off before we flip the switch.

Pricing

Migration Tiers

Choose the tier that matches your data complexity and historical requirements.

Tier 1

Essentials

$2,500 – $5,000

Small businesses needing a clean start on Zoho Books.

Opening Balances as of migration date

Customer and Vendor list import

Chart of Accounts mapping and setup

Products and Services import

Zoho Books configuration and setup

1-hour team training session

Get Essentials Quote

Standard

$5,000 – $10,000

Businesses that need historical transaction data for select periods.

Opening Balances as of migration date

Customer and Vendor list import

Chart of Accounts mapping and setup

Products and Services import

Zoho Books configuration and setup

1-hour team training session

Historical transactions for past 12 months

Open invoices and bills migration

Bank transaction history import

Custom report setup (up to 5 reports)

3 hours of team training

Get Standard Quote

Tier 3

Complete

$10,000 – $25,000+

Businesses requiring full historical data and advanced configuration.

Opening Balances as of migration date

Customer and Vendor list import

Chart of Accounts mapping and setup

Products and Services import

Zoho Books configuration and setup

1-hour team training session

Historical transactions for past 12 months

Open invoices and bills migration

Bank transaction history import

Custom report setup (up to 5 reports)

3 hours of team training

Full historical data migration (all years)

Advanced Zoho Books configuration (custom fields, automation, approval workflows)

Multi-currency and multi-entity setup

Integration with other Zoho products (CRM, Inventory, etc.)

30 days of post-migration support

Unlimited training sessions during migration period

Get Complete Quote

All prices are USD. Final pricing is confirmed in your written migration plan. No surprises.

Our Process

Our Migration Process

A proven week-by-week playbook designed to protect your data and minimise disruption.

Week 1

Discovery & Planning

We review your Xero setup, understand your reporting needs, and deliver a custom migration plan with timeline and fixed pricing. This phase ends with a signed scope document.

We were paying $69/month for Xero Premium and still buying add-ons for expenses and projects. After migrating to Zoho Books, we have more functionality for less than half the cost.

James Okafor

Finance Director · Northfield Consulting Group

Former Xero User

FAQ

Frequently Asked Questions

Common questions about migrating from Xero to Zoho Books.

Zoho Books Standard at $20/month includes multi-currency, automation, and reporting features that require Xero Premium at $69/month. Combined with the broader Zoho ecosystem, the value case is strong.

We reconnect your bank feeds in Zoho Books and recreate your categorization rules. You will not lose your banking setup — it will be reconfigured correctly in Zoho.

Yes. Mid-year migrations are standard practice. We set up opening balances as of your migration date and ensure year-to-date financials are accurate.

Most teams find Zoho Books intuitive after a short onboarding period. We include hands-on training in every migration engagement to get your team comfortable quickly.

We review your current integrations during the discovery phase. Most functionality can be replicated natively within the Zoho ecosystem, often eliminating the need for third-party apps.

Have a question not listed here? Book a free discovery call →

Xero → Zoho Books Migration

Ready to Make the Switch?

Book a free 30-minute migration assessment. We will review your Xero setup, estimate the scope, and give you a fixed-price quote with no surprises.

Book a Free Assessment Email Our Team

Free 30-min assessment

Fixed-price quote

30-day post-migration support

Zero data loss guarantee