Moving from Only Xero or QuickBooks

Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.

Export from Only Xero or QuickBooks

1. Connect your accounts. In Vellier, open Settings, then Integrations, and connect Xero or QuickBooks.
2. Export contacts. In Xero or QuickBooks, export your customer contacts to CSV and upload them here as clients.
3. Unpaid invoices. Export your aged receivables or unpaid invoices and upload them. They come in as already in your accounts, so nothing is sent there twice.
4. Don't import twice. Don't import invoices from both your accounts and another system: they'd be duplicated.

Bring it into Vellier

1. In Vellier, open Settings › Moving to Vellier and choose Only Xero or QuickBooks.
2. Drop in the files. Vellier recognises each one and shows a dry run.
3. Check the fix list, then import. Nothing is sent to clients while quiet mode is on.

What becomes live

• Unpaid invoices become balances to collect, matched to the invoice already in your accounts

Set up again by hand

• Your old statuses and pipelines (Vellier has its own)
• Quote and invoice templates, numbering and reminder rules (set them in Vellier)
• User permissions (give people their roles again in Team)
• Automations from the old system (turn them off there)