Switched from QuickBooks Desktop to Xero last month and wow what a difference

I was one of those 'if it ain't broke don't fix it' types with QuickBooks Desktop. Had been using it since 2016 at my tax prep side gig. But then my laptop died on a Tuesday and I realized I had zero cloud backups. Spent 3 days rebuilding stuff. My cousin who runs a bakery in Ferndale kept telling me to try Xero. Finally switched and the bank feeds alone save me like 2 hours a week. Has anyone else made the jump and found little things you miss from the old software?

3 comments

3 Comments

lee8471mo ago

Actually Xero didn't have proper bank rules for rules-based coding until a couple years ago. QuickBooks Desktop had that way earlier. Not a huge deal but I do miss being able to set up a rule once and have it auto-match everything.

grantp141mo ago

Did your cousin tell you about the time her bank feed went haywire? My buddy Tom runs a plumbing supply shop and switched to Xero last year. He spent a whole Sunday setting up bank rules for his regular suppliers like Ferguson and Home Depot. Then on Monday half his transactions got double coded because the rules were too broad. He said he almost threw his laptop out the window. Took him three days to clean it all up. Still says Xero is better than QuickBooks overall though.

taylorshah1mo ago

Three days of cleanup sounds brutal lol. My buddy Mike had a similar mess with his bakery when his bank feed duplicated like 40 transactions from Sysco last spring. @grantp14 I think Tom's experience is pretty common actually - my friend said Xero's bank rules are way more touchy than QuickBooks where you can just set and forget. Took him two weekends to sort everything out and he still finds random double entries sometimes. He keeps saying he'd go back to QuickBooks if the price wasn't so much higher now.