How to switch from Xero to ReAI

Want to compare price and options first? See ReAI vs. Xero .

Quickest way to switch:

1. Export data: Go to Settings → Export Accounting Data in Xero. This produces CSV/Excel files with transactions, contacts and invoices. Store this export in cloud storage (OneDrive, Google Drive) for record-keeping.
2. Create an opening balance in ReAI that matches the trial balance from Xero at the switch date.

The first step is just downloading the export. The second requires posting an opening balance journal (debits and credits) so each account has the correct balance.

Go to Reports → Trial Balance in Xero.

Select the switch date and export to CSV/PDF. Use that report to enter balances in ReAI.

Example:

1920: 30000 2000: -30000

Post this as two lines in ReAI with debit/credit.

In practice you need about (number of accounts with balance) / 2 lines in ReAI.

If you have custom accounts in Xero, you can consolidate them into ReAI standard accounts.

Most companies do not need custom accounts; they often create clutter and duplication.