Limitations

Overview

We use Xero's API (application programming interface) to get data out of Xero and send data to Xero. What we can and can't do is therefore limited by what Xero's API can and can't do.

These API limitations mean that we cannot backup all types of Xero data, we cannot restore all types of Xero data and some Xero data we can backup but can't restore. This page aims to be as transparent as possible about the current limitations of our service. Note that Xero's API, and consequently this Backupmybooks service, is being enhanced continuously.

What we believe to be your key accounting data is backed-up by us and can be restored by us, but please check the information below to satisfy yourself that your own specific needs are met.


Summary guide

In these lists, Covered means that we both backup and restore the data type and Not Covered means that we neither backup nor restore it.

Backupmybooks can be used in any Xero region but the organisation used for a restore must have the same region as that of the backup.

We are not currently able to automatically verify restored data for multi-currency organisations.

Covered

  • Customer details
  • Supplier details
  • Chart of accounts
  • Customer transactions
  • Supplier transactions
  • Account transactions
  • Accounting balances
  • Files
  • Inventory
  • Purchase orders
  • Tracking

Not Covered

  • Budgets
  • Branding themes
  • Expense claims
  • Reports
  • Fixed assets
  • Payroll
  • Projects
  • Quotes

Detailed table

Data type Backup Restore
Account Transactions
Accounting Balances
Bank Accounts
Bank Transactions
Bank Statement Records
Branding Themes
Budgets
Chart of Accounts
Contact Groups
Credit Card Accounts [1]
Custom Reports
Custom Tax Rates
Customer Details
Customer Transactions
Draft / Published / Filed / Archived Reports
Expense Claims
Files
Fixed Assets [2]
History / Notes [2]
Inventory
Invoice Reminders
Outstanding Billable Expenses Report
Payroll
Planned Payment Dates
Projects
Purchase Orders
Quotes
Repeating Invoice Templates
Supplier Details
Smart Lists
Supplier Transactions
Tracking Categories and Options
Users

[1] Credit Card Accounts are backed up but can only be restored as Bank Accounts.

[2] Coming Soon.

Notes

Conversion Balances are backed up but restored as a journal.

Any connected add-ons or bank feeds will not be reconnected to a restored organisation.

All Settings will need to be re-entered.

Multi-currency organisations are not yet supported.

Reconciled status of some transactions eg. Prepayments and Overpaments may not be restored.


Other Points

Tracking categories that have previously been used and subsequently archived will not be backed up or restored. Any transactions associated with archived tracking options will be backed up and restored without tracking applied.

Conversion Balances won't be included in your restored Xero organisation. As mentioned in the notes to the detailed table above, Conversion Balances are backed up but are restored as journals.

To clarify, the journal that is posted when saving the Conversion Balances is backed up along with any other journals that are posted relating to comparative balances. When we restore the data, the exact same journals are restored but not using the Conversion/Comparative Balances screen. The balances at the Conversion Date will be the same in the restored organisation as they were in the backed up organisation but nothing will display in the Conversion Balances screen.