Quick summary
Backing up Xero accounting data is done by navigating to Accounting > Advanced > Export Accounting Data and downloading a GL file for safekeeping. This built-in export feature lets you select a specific product and date range before generating an instant, downloadable backup file.
Steps
- From the Xero dashboard, click Accounting in the top menu bar.
- Select Advanced from the dropdown list of options.
- Find and click Export Accounting Data to proceed.
- Use the Select Product dropdown to choose the product whose accounting data you want to export.
- Specify the date range you want to cover using the From and To fields.
- Click the Download button to generate the export file.
- Once exported, save the GL file in a secure location to use as your accounting data backup.
