Xero → Zoho Books

Migrate from Xero to Zoho Books

Tired of Xero's price hikes? Zoho Books gives you the same cloud accounting with better automation and 50+ native apps. We handle the full 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 cost $69/month on Xero Premium. For a 5-user team, that adds up fast.

No more app juggling: Xero needs third-party apps for CRM, HR, projects, and helpdesk. Zoho builds all of these in, and the data flows between them without extra integration costs.

Real automation: Zoho Books includes workflow automation, approval processes, and custom functions that Xero doesn't offer at any price tier.

Room to grow: As your business scales, Zoho One gives you 45+ apps for one per-user price. Xero has nothing like that.

Side-by-Side

Xero vs Zoho Books

A straightforward feature-by-feature comparison so you can see the differences yourself.

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 gets migrated and checked before you go live. We don't move anything until we can prove it's 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

We Check Everything Before You Go Live

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

Pricing

Migration Tiers

Pick the tier that fits how much data you need moved and how far back you need to go.

Tier 1

Essentials

$2,500 – $5,000

Small businesses that want 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 their historical transactions moved too.

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 that want everything moved -- full history and advanced setup.

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

How We Do It

A week-by-week plan that keeps your data safe and your team running.

Week 1

Discovery & Planning

We dig into your Xero setup -- accounts, reports, integrations, pain points. You get a migration plan with a fixed price and timeline before we touch anything.

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 that cost $69/month on Xero Premium. Add in 50+ native Zoho apps and the savings stack up quickly.

No. We reconnect your bank feeds in Zoho Books and rebuild your categorization rules. Your banking setup carries over -- just reconfigured in Zoho.

Yes. We do mid-year migrations all the time. We set up opening balances as of your migration date and make sure your year-to-date numbers are right.

Most teams pick it up quickly after a short onboarding. We include hands-on training with every migration so your team feels comfortable from day one.

We review your integrations during discovery. Most of what those apps do is already built into Zoho natively, so you often end up needing fewer third-party tools.

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 call. We'll look at your Xero setup, figure out what needs to move, and give you a fixed-price quote. 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