Switching Accounting Integrations

DEAR allows integration with QuickBooks Online and Xero accounting systems, or you can use DEAR as a standalone tool for your accounting needs. You may switch between QuickBooks Online, Xero and DEAR standalone at any time if you wish to change your accounting system.

If you want to connect to Xero for the first time, see Xero Integration - Basics.

If you want to connect to QuickBooks for the first time, see QuickBooks Online Integration - Basics.

NOTE: Correct mapping of accounts and tax rules is needed to avoid any issues that may arise when switching between these three systems. For more information on account mapping between DEAR and Xero, see Connecting DEAR Inventory and Xero. For more information on account mapping between DEAR and QuickBooks Online, see Connecting DEAR Inventory and QuickBooks.

Table of Contents

• Switching from Xero to QuickBooks Online and vice versa
• Switching from one Xero/QuickBooks Online account to another
• Switching from Xero/QuickBooks Online to DEAR Standalone

Switching from Xero to QuickBooks Online and vice versa

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If you are already using QuickBooks or Xero with DEAR, and you wish to change to the other accounting system, you can do so by following the steps below. The steps are very similar to connecting to Xero or QuickBooks for the first time. 

To switch DEAR from QuickBooks to Xero:

1. On the DEAR menu, click Integration → Xero.
2. On the Xero integration page, click Connect to disable QuickBooks integration and enable Xero integration with DEAR using the Xero Connect Wizard. 

To switch from Xero to QuickBooks:

1. On the DEAR menu, click Integration → QuickBooks Online.
2. On the QuickBooks Online integration page, click Connect to disable Xero integration and enable Xero integration with DEAR using the QuickBooks Connect Wizard. 

Switching from one Xero/QuickBooks account to another

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You can switch from one Xero account to another (or one QuickBooks account to another) from Integrations → Xero (or Integrations → QuickBooks Online. 

Scroll down to Connect your DEAR account to another Xero/QuickBooks organisation and click Change Organisation. You will be taken through either the Xero Connect Wizard or QuickBooks Connect Wizard to complete the change. 

Switching from Xero/QuickBooks to DEAR standalone

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If you have previously integrated either QuickBooks or Xero with DEAR, and you wish to use just DEAR for your accounting needs, you can disable the Xero/QuickBooks integration. 

To disable Xero/QuickBooks integration:

1. On the DEAR menu, click either Integration → QuickBooks (if you have QuickBooks integrated with DEAR) or Integration → Xero (if you have Xero integrated with DEAR).
2. On the integration page, click Disable Integration. 

Once you disconnect the integration between DEAR and a third-party accounting system, you can start using DEAR as your standalone accounting software.