Updating the Chart of Accounts in Xero
The Chart of Account information can be updated post-conversion.
The most efficient way to update this information is in bulk. This includes exporting the chart of accounts from Xero, updating the details
and re-importing this information back into Xero.
NOTE: When completing this please select No when asked if your file contains balances. This will ensure that your organisation's balances will not be affected by the updated chart of accounts.
Please also be aware that you can only update the account number OR the account name in one import. If you would like to update the account number and the account name then this will need to be completed in two stages.
More information from Xero help:
Chart of Accounts
Chart of Accounts All accounts including bank accounts come across in the conversion regardless of their status. This is because there may be transactions associated with these accounts. If you have accounts that you do not want to use you can ...
Paid Bill or Invoice Showing an Amount Due You may find that an invoice/bill is showing as unpaid even though there should be $0 amount due. All of your reports are displaying the correct balances but when you view this particular invoice/bill it ...
How do I delete accounts in Xero that I don't need?
Xero allows you to both delete and archive accounts in the "Chart Of Accounts". We find that it is better to archive accounts instead of deleting them since this function allows you to restore the account if ever needed in the future. We recommend ...
Custom Change your Chart of Accounts Service
Customising my Chart of Accounts as to how it should appear in Xero With this service, you select how you want the Chart of Accounts to appear in Xero, prior to conversion. The full desktop file history will then present in Xero as though it had been ...
How to Bulk Upload Files
About the bulk upload option When you get to the file upload page you have the option to upload just one file, or many files at once. If you choose to bulk upload files then your contacts details and selected package will apply to all files uploaded, ...