Find and export
your Xero data.

1. 1Use a role with the required report and export access.
2. 2Open Account Transactions in Reports and set the full retained period.
3. 3Export the detail and count the relevant rows or unique transaction identifiers, stating the definition used.
4. 4Use Receivable Invoice Detail and Payable Invoice Detail for separate invoice and bill quantities.

Report in records, with ledger entries, invoices, bills and contacts named where included. Describe attached-file availability.

Give the earliest retained financial year, relevant organizations and the staff users represented.

1. 1Export the general ledger for the agreed financial periods.
2. 2Collect chart of accounts, contacts, invoices, bills, assets and inventory items from their respective areas.
3. 3Export the relevant detail reports and year-end financial statements.
4. 4Confirm a supported collection route for documents attached to transactions or contacts.

Xero's guidance calls for exports from individual areas and reports. Available formats vary by the record type.

A report export reflects its selected fields, dates and permissions. Maintain an index of the periods and record types collected.

Ledger and document records can show how a business categorizes transactions and prepares its accounts.

Linked invoices and reports provide context for financial review and reconciliation workflows.

Select the organizations, periods and fields in scope, reviewing sensitive financial and personal information.

Telegraph Lab reviews the proposed material with you and agrees how sensitive information will be handled. Preparation can include excluding material, redacting details and replacing personal identifiers. Your company keeps ownership; the licensing agreement defines the material, permitted uses and authorized recipients.