Template

Xero to SmartBooks migration checklist for UK firms.

A migration checklist for moving selected clients from Xero into SmartBooks without creating deadline risk.

For: Firms and businesses planning a controlled Xero migration.

The short answer

A Xero to SmartBooks migration checklist should cover cut-over date, chart of accounts, contacts, opening balances, recent history, outstanding invoices, VAT position, bank feeds, rule rebuild and a short parallel run where deadline risk is high.

Before export

Choose the cut-over date.
Export source reports and keep them in the archive.
Confirm VAT, payroll and app dependencies before migration.

Import checks

Map chart of accounts and contacts.
Check opening balances and outstanding invoices.
Import useful history without moving clutter that no longer matters.

After cut-over

Re-establish bank feeds and intake routes.
Rebuild rules deliberately.
Parallel-run if there is a near-term filing deadline.

How to use this template

Do not migrate during a live deadline crunch unless there is a firm reason.
Use migration to improve workflow, not copy old tool friction.
Start with a pilot cohort before moving a whole firm book.

FAQs

How much history should be moved?

Enough to support continuity, review and reporting. The exact amount depends on the client, filing timeline and archive requirements.

What is the safest cut-over point?

The start of a new VAT quarter or accounting period is usually safer than switching mid-deadline.