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Quick summary
This tutorial shows how to enter conversion balances in Xero by navigating to Accounting > Advanced > Conversion Balances and entering debit or credit amounts for each account before saving. Conversion balances are required when migrating to Xero so your opening account figures match your previous records.
Steps
- On Xero's main dashboard, navigate to the top menu bar and click Accounting.
- Select Advanced from the list of options.
- Find and tap Conversion Balances.
- Click Show All Accounts to proceed further.
- Find the account with the existing conversion balance you wish to add, then enter the amount under the Debit or Credit field.
- Repeat the same steps until all accounts with conversion balances are edited accordingly.
- Once done, review your input and click Save.
- After completing these steps, the conversion balances will be entered and confirmed successfully.
