Key note: Switching from Xero to QuickBooks (and vice versa) is not supported within the same Adfin account. You'll need to create an entirely new Adfin account and connect it to your new accounting software.
Please reach out to [email protected] for help with this process. If you try to sign up again yourself it will likely be unsuccessful, as your company number is already registered to Adfin.
⚠️ Warning: This also means your customers' existing direct debit mandates will be lost — they'll be required to set up new mandates.
General steps to transfer
Reach out to [email protected] for help setting up the new Adfin account. This will be a completely new account, and you'll need to re-submit your Adfin verification.
Download your customer data from Xero / QuickBooks or your Adfin account, and upload it into your new accounting software:
QuickBooks: Import customers, suppliers, and email contacts
Once customers are imported, you'll need to re-create any repeating invoices in your new accounting software or directly in Adfin. You'll also need to re-create any ad-hoc invoices you still want to be collected in Adfin:
Xero: Import customer invoices
QuickBooks: Import your invoices into QuickBooks
Once your new Adfin account is set up and verification has been successful, get connected to your new accounting software:
Import your customers to Adfin and send new direct debit mandates in bulk — here's the guide to sending direct debit mandates in bulk.
You're good to go! 🎉