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How do I change from one Xero to another?
How do I change from one Xero to another?

This article explains the steps to take to link your new Xero account to Link My Books.

Donna Walker avatar
Written by Donna Walker
Updated over a week ago

If you would like to change your accounting software from one Xero account to another please follow the steps below. (Please note you will not be able to retrieve data from the original connection once this is complete.)

1) Please make sure you have sent any settlements that need to be sent to your original accounts package.

2) If applicable download your Product Costs and Product Group Information

3) If you have not used the Link My Books defaults in your Accounts and Taxes mapping please take a screenshot of your Accounts and Taxes mappings page.

4) Email [email protected] from the email address that is the Link My Books account owner and request that we purge (delete) your existing connection so you can connect with a new accounts package.

5) Once this in completed please follow the steps in the help article How to connect additional sales channels.

If you cannot see the option to add a sales channel please use this link and the option will appear.

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