How to Back Up Xero Accounting Data
- George Apostolov
How to Back Up Xero Accounting Data: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
Choose 'Advanced' from the list of options.
After that, find and select 'Export Accounting Data' to proceed.
Tap the drop-down menu below the Select Product section, then select the specific product that contains the accounting data you wish to export.
Subsequently, specify the date range you wish to cover.
Once done, tap 'Download' to continue.
After completing these steps, the selected Xero accounting data will be exported instantly. Store the file somewhere safe and use it as a backup.
Quick answer: To back up accounting data in Xero, navigate to Accounting, select Advanced, and click Export Accounting Data. Next, choose the product, specify the date range, and tap Download to instantly export and securely store the backup file.
About this Xero tutorial
Secure your financial records by exporting and downloading your Xero accounting data. Follow this quick guide to back up your information safely. This guide shows how to back Up Xero Accounting Data in 7 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the selected Xero accounting data will be exported instan...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to back Up Xero Accounting Data?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Bulk-Delete Invoices in Xero, How to Bulk-Reconcile the Statement Lines in Xero and How to Cancel a Xero Subscription. Last reviewed 05 Oct 2026.
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