Xero Conversion
Switching to Xero can streamline your accounting processes, improve financial management, and enhance your overall business efficiency. Whether you are looking for better accessibility, more robust features, or seamless collaboration, Xero provides a powerful solution for modern businesses.
Move from your existing accounting system and switch to Xero today!
We’ve completed hundreds of setups from MYOB, Quickbooks, and many others to help businesses convert to Xero.
WE
- Review your existing accounts.
- Gather your business information.
- Set up Xero.
- Import any conversion balances.
- Enter any outstanding invoices or expenses.
- Configure your bank accounts.
- Customise your invoice templates.
- Activate bank feeds and import missing transactions.
- Provide training on using Xero.
- Offer advice on best practices and improvements.
- Collaborate with your accountant.
- Set up your employees.
We can also -
- Set you up for Single Touch Payroll
- Set up tracking
- Reconcile your previous accounts.
YOU
- Provide access to your current financial software.
- Send us your reconciled accounts.
- Provide your bank account statements.
- Respond to any questions we may have.
- Supply your logo.
- Share information about your employees.
from $999 + GST
Why should I switch to Xero?
Cloud-Based Accessibility
Real-Time Data
User-Friendly Interface
Automation of Tasks
Seamless Collaboration
Integration with Other Apps
Comprehensive Features
Scalability
Financial Reporting
Security
Customer Support
Continuous Improvement
How our Xero Conversion works
1
PREPERATION
Gather Information: Collect all necessary financial data from your current accounting system, including reconciled accounts, bank statements, outstanding invoices, expenses, and employee information.
Review Accounts: Ensure that all accounts are up-to-date and accurately reconciled to facilitate a smooth transition.
Plan the Conversion: Establish a timeline for the conversion process, coordinate with your team and accountant, and identify any potential issues that may arise during the migration.
2
DATA MIGRATION
Set Up Xero: Create your Xero account and set up your organization’s basic information, including your business details and bank accounts.
Transfer Data: Migrate your financial data to Xero. This involves importing conversion balances, outstanding invoices, expenses, contacts, and other relevant information from your current system.
Activate Features: Configure essential features such as bank feeds, invoice templates, and any integrations with third-party apps that your business uses.
3
FINALISATON & TRAINING
Verify Data: Review the migrated data in Xero to ensure accuracy and completeness. Crosscheck against your original records and make any necessary adjustments.
Customise Xero: Tailor the Xero setup to your business needs, including customizing invoice templates, setting up payroll, and configuring user permissions.
Provide Training: Offer training sessions for you and your team to become familiar with using Xero. This includes navigating the dashboard, managing transactions, generating reports, and utilizing key features.
Ongoing Support: Ensure you have access to ongoing support for any questions or issues that may arise post-conversion. This could include additional training, troubleshooting, and best practice advice.
Get in touch, and we will give you a call today to understand your business and how we can help you →
Get in touch, and we will give you a call today to understand your business and how we can help you →
Frequently asked questions about Xero Conversion
Xero Conversion is the process of transferring your existing accounting data from another accounting system to Xero, a cloud-based accounting software. This includes migrating your accounts, transactions, invoices, and other financial data.
Xero offers numerous benefits such as real-time financial data access, automated bank feeds, easy collaboration with your accountant, and a user-friendly interface. It can help streamline your accounting processes and improve overall efficiency.
You will need to provide your reconciled accounts, bank account statements, your business logo, information about your employees, and any outstanding invoices or expenses. Additional specific details may be required depending on your current accounting system.
The duration of the conversion process depends on the complexity and volume of your financial data. Generally, it can take anywhere from a few days to a couple of weeks. We will provide a more accurate timeline after an initial assessment of your data.
We aim to minimize any downtime during the conversion process. You can continue using your current accounting system until the final data transfer to Xero is completed. We’ll coordinate with you to ensure a smooth transition.