How to Edit the Conversion Balance in Xero
- George Apostolov
How to Edit the Conversion Balance 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, tap 'Conversion Balances' to proceed.
Tap the line you wish to edit, then replace the default figure with a new one.
Finally, click 'Save' to apply the recent conversion balance adjustments.
Quick answer: To edit your conversion balance in Xero, click Accounting in the top menu bar, select Advanced, and tap Conversion Balances. Next, tap the line you wish to edit, replace the default figure with a new one, and click Save to apply the adjustments.
About this Xero tutorial
Easily update and adjust your historical financial data in Xero by modifying your conversion balances in the Advanced settings. This guide shows how to edit the Conversion Balance in Xero in 5 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "Finally, click 'Save' to apply the recent conversion balance adjustments". 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 edit the Conversion Balance in Xero?
5 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 Edit the Invoice Items in Xero, How to Enter Conversion Balances in Xero and How to Export Data From Xero Reports. Last reviewed 05 Oct 2026.
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