All integrations

Xero

On the roadmap · Accounting & migration

Xero is on the roadmap. Until then, upload or forward it and Fiona books it.

What happens today

Not connected by API yet. Export your trial balance, general ledger and chart of accounts from Xero and Fiona sets opening balances from them, then ties back to your last Xero trial balance.

Why it matters to your books

Identical to a QuickBooks switch: the trial balance at cutover is the artifact that makes the move provable rather than hopeful.

What Fiona reads

• Chart of accounts
• Trial balance at cutover
• Journal report
• Open AR and AP

How to set it up

1. Accounting → Reports → Trial Balance → cutover date → export
2. Accounting → Reports → Journal Report for the current year → export
3. Drop both into Fiona

Questions people actually ask

Will I lose my history if I move off Xero?

No. Export the ledger and Fiona reads it, so prior periods stay intact and the current year continues rather than restarting.

Can I run both for a while?

Yes. Many owners do during a changeover. Fiona reads exports without touching your Xero account.

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