QuickBooks to Xero Implementation
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HOW DOES IT WORK?
Step 1
Discovery Call
Step 2
Receive a Bespoke Plan
Step 3
Let Us Do the Work
Step 4
Get Training & Support
QuickBooks to Xero Implementation
Making the switch from QuickBooks to Xero can be a big project. But with our help, it doesn’t have to be. We’re the Xero Migration experts, and we’ll take care of everything for you. We’ll migrate all your relevant historical financial data from QuickBooks to Xero, and we’ll even help you choose and implement the best Xero add-ons that seamlessly integrate with your new accounting system. Plus, we’ll provide training so you can streamline your accounting process and make the most of your new Xero software.
Ready to make the switch? Book a discovery call with us today and let’s get started on your QuickBooks to Xero migration.
We can seamlessly migrate data from the following QuickBooks products:
– QuickBooks Online
– QuickBooks Self-Employed
– QuickBooks Pro
– QuickBooks Premier
– QuickBooks Enterprise and
– QuickBooks for Mac.
QuickBooks to Xero Conversion | What we will do
- Company details Setup
- Migrate opening balance from QuickBooks
- Import historical transactions from QuickBooks accounting software
- Migrate Accounts Receivable invoices
- Migrate Accounts Payables Invoices
- Migrate Historical Profit and Loss Balance
- Migrate Historical Balance Sheet Balance
- Importing Customer and supplier contact details
- Hubdoc setup and Xero integration
- Setup bank rules
- Issue logins for your team
- Customised Reports
- Setup and Migrate Charts of Accounts in Xero
- MTD Setup with HMRC portal
- Set up bank accounts and bank feeds
- Setup tracking category/department in Xero
- Setup and Import Fixed register and depreciation rules in Xero
- Customise dashboard
- Customised invoice template
- Setup Payment gateway
- 4 hours online live Xero Training with Certified Xero Advisor
- 30 days aftercare email and online live support via zoom
Add-ons services:
- Payroll & Pension Setup in Xero
- Payment Gateway Setup
- MTD Group VAT Return Setup
- Consolidated reporting Setup
- Xero Project Setup
- Xero Expense Claim Setup
- Xero CIS Module Setup
- Credit Control Apps Setup
- Stock Control Setup
- EPOS System Integration with Xero
- Ecommerce Business Connected Apps Setup
- Time tracking software setup
- On Demand Xero Connected Apps Setup and Training
- Purchase Order Solution Setup