Switch to XAIO
Switch mid-year. Keep your history.
The biggest myth in accounting software is that you must wait for 30 June. You don’t: XAIO imports your contacts, chart of accounts and balances from CSV exports, and your old file stays exactly where it is as the archive.
How do I switch accounting software mid financial year?
Pick a switch date, export contacts, chart of accounts and balances from your current software as CSV, and import them into XAIO. Your ledger starts from the switch-date balances; the old file remains your historical archive. A typical small-business import takes under an hour.
Switch to XAIO
- Roster
- Timesheet
- Export, then sync. The seam
- Pay run
- Ledger
- BAS
Three products · three logins · three bills
XAIO
- Roster
- Timesheet
- Pay run
- Ledger
- BAS
One system · entered once
Side by side.
| What happens | Typical time | |
|---|---|---|
| 1 · Export CSVs from Xero, MYOB or QuickBooks | Contacts, chart of accounts, balances | 15 minutes |
| 2 · Import into XAIO | Guided import with validation | Under an hour |
| 3 · Connect bank feeds | Open banking (CDR) consent | Minutes per bank |
| 4 · Invite your team & advisor | Roles and permissions | Minutes |
Honest comparison
When to wait
A mid-year switch isn’t always right. Consider waiting for a new quarter or 1 July if:
- You’re mid-audit or mid-dispute and the old file needs to stay the single source for now.
- Your payroll year has complexity (terminations, back-pay) better closed out where it started.
Still with us? Then the switch is probably worth a look.
FAQ
Questions, answered.
Can I switch mid financial year?
Yes. XAIO imports your contacts, chart of accounts and balances, including CSV exports from Xero, MYOB and QuickBooks, so you can switch without losing history or waiting for 30 June.
What comes across in the import?
Contacts, your chart of accounts and opening balances come across from CSV exports. Your old software remains your historical archive; XAIO starts clean from your switch date with the balances that matter.
How long does switching take?
For a typical small business the import itself is under an hour. Most of the elapsed time is choosing a switch date and exporting the CSVs from your current software.
Switch without losing history.
CSV import from Xero, MYOB and QuickBooks, contacts, chart of accounts and balances, without waiting for 30 June.