How to Change the Conversion Date in Xero
- George Apostolov
How to Change the Conversion Date in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Select 'Advanced' from the list of options.
After that, find and tap 'Conversion Balances'.
Click 'Conversion Date' to proceed.
Subsequently, specify the new month and year you want to set. Simply tap their respective drop-down menus and pick one from the available choices.
Once done, click 'Save' to apply the changes.
After completing these steps, the conversion date in your Xero account will be changed accordingly.
Quick answer: To update your financial start period, go to Accounting, select Advanced, and open Conversion Balances in Xero. Click Conversion Date, choose the new month and year from the drop-down menus, and save your changes to successfully update the conversion date.
About this Xero tutorial
Update your financial start period in Xero by navigating to advanced settings, selecting conversion balances, and saving a new date. This guide shows how to change the Conversion Date in Xero in 7 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the conversion date in your Xero account will be changed...". 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 change the Conversion Date in Xero?
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 Change the Details of Reconciled Items in Xero, How to Change the Invoice Template in Xero and How to Clear the Rounding Account in Xero. Last reviewed 05 Oct 2026.
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