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CONVERTING TO CLOUD SOFTWARE

Are you thinking of converting to Xero but are unsure of what is involved?  This summary will show you how simple converting to Xero . Our team are Xero Certified Advisors and have extensive experience converting to Xero from a variety of other packages.

Converting to Xero from Another Accounting System.

Whether you’re currently using MYOB, Quickbooks or Excel to manage your books, converting to Xero has never been easier. Just provide us with your current bookkeeping files up-to-date at the end of the previous month. We can convert your account balances from another accounting system to Xero. We can even transfer your current chart of account names and numbers. This will allow you to continue bookkeeping using accounts you are familiar with.

How We Make Converting To Xero Easy

Our goal when converting to Xero is simple; just 2 things really:  Make it as efficient as possible, and make sure it’s accurate and complete.

  • Setup your subscription with Xero with the first two months free.
  • Review your current accounts.
  • Add, edit or delete any of your accounts, if necessary.
  • Transfer your accounts into Xero.
  • Transfer conversion balances into Xero as at the end of the previous month.
  • Transfer all contacts (Customers, Suppliers & Employees).
  • Open accounts receivables (with full details).
  • Open accounts payables (with full details).
  • Transfer of inventory items.
  • Full payroll setup.
  • Setup GST codes.
  • Setup bank, credit card & PayPal feeds.
  • Setup invoice & payslip templates with your logo.
  • Provide ongoing training and support.

what we will need from you

While we do make converting to Xero as painless as possible there are a few small things we need to get started:

  • Your current accounting software up-to-date as at the end of the previous month.
  • All invoices & bills that are outstanding as at the end of the previous month.
  • Full payroll information for each employee as at the end of the previous month.
  • Bank, credit card & PayPal numbers and closing balances as at the end of the previous month.
  • Your business logo in JPEG, GIF, or PNG format.
  • A work space with internet access.

Converting to Xero is simple and easy.

Simply book in with one our Xero Certified Advisors, at a time and place that suits you. If you’re located in the Newcastle area we can even meet you after hours at your home-office.

Contact us online or call 0412 955 077 to book your appointment.

If you would like to outsource your bookkeeping then check out our bookkeeping services for a list of our small business bookkeeping packages.