One of the most common questions we’re asked is: ‘How much historical data should I migrate to Xero?’ The answer depends on your business needs, but here are some general guidelines to consider:

1. Migrate the current financial year plus one year of historical data. This provides a good balance between having useful comparative information and keeping your new system clean.
2. Which historical data do you regularly reference? Sales history for key customers, supplier payment records, and project profitability are often worth migrating.
3. You can always keep your old accounts system accessible for a transition period and then export historical reports you find you periodically need.