Getting started with Wafeq

Moving from Xero to Wafeq

To move from Xero you will want to download your data and then import them back into Wafeq.

How do I export my data from Xero?

  1. Create accounting data export files
  2. Make sure that you have the adviser role to be able to access and export most reports and the payroll admin access to be able to export pay run reports
  3. Make sure that all bank accounts in your chart of accounts have codes. If they don’t, add your codes
  4. Go to the Accounting menu, then click on Advanced, then on Export accounting data
  5. Select the product you want to import into
  6. Indicate the date range of the data you’re exporting
  7. Click on Download

How do I export the Chart of Accounts?

  1. From the Accounting menu, choose Advanced, then click on Chart of accounts
  2. Click on Export
  3. Your file will be downloaded to your computer as a CSV file.

How do I export Contacts?

  1. From the Contacts menu, select the contacts that you would like to export
  2. Click on the options button, then on Export
  3. Your contacts will be downloaded to your computer as a CSV file

How do I export Fixed Assets?

  1. From the Accounting menu, choose Advanced, then click on Fixed assets
  2. Click on Export
  3. The status of the asset: Draft, Registered or Disposed
  4. The book value: The current value of the book
  5. The accumulated depreciation: The accumulated depreciation of the asset at the date of the export
  6. The depreciation to date: The last date of depreciation that was run by Xero
  7. The disposal date: The date of disposal of the asset, if it applies to the assetYour export file will include the following

How do I export Invoices and Bills?

  1. From the Business menu, choose Sales overview for invoices or Purchases overview for bills
  2. Select the tab of the invoices and bills you want to export
  3. From the Search button, enter the date range to filter out the transactions you want to export, then click Search.
  4. Click Export.

How do I export the balance sheet?

  1. Choose Reports from the Accounting menu
  2. Click on Balance Sheet from the Financial menu
  3. Define the Date Range
  4. Finally, click on the Export to Excel icon

How do I export the trial balance?

  1. From the Accounting menu, choose the Reports, then click on Trial Balance
  2. Set the Date range you want to run the report for

How do I then import my data to Wafeq?

To import your data into Wafeq, follow the steps in this article.