Why Xero Experts?
Xero
Certified
We have extensive experience using Xero are Xero accounting professionals
Migration Specialist
We have extensive knowledge of Xero Migration; its applications and we know the system in and out
Xero Specialist
We are Xero Certified Advisors and Xero Gold Champion Partners
Expert Trainers
Our team of Xero trainers and consultants are award-winning experts in their field
Proven Track Record
We have a proven track record of success and have received awards for our outstanding work
Quick Turnaround
We understand the importance of time and strive to provide quick turnaround times for all our migration services
Bespoke Migration
Each client is unique, and we approach each project with a custom strategy
Add-on Specialist
We are also Xero Add-on Integration Specialists, enabling full automation across all your business platforms
Why Xero Experts?
Xero
Certified
We have extensive experience using Xero are Xero accounting professionals
Migration Specialist
We have extensive knowledge of Xero Migration; its applications and we know the system in and out
Xero Specialist
We are Xero Certified Advisors and Xero Gold Champion Partners
Expert Trainers
Our team of Xero trainers and consultants are award-winning experts in their field
Proven Track Record
We have a proven track record of success and have received awards for our outstanding work
Quick Turnaround
We understand the importance of time and strive to provide quick turnaround times for all our migration services
Bespoke Migration
Each client is unique, and we approach each project with a custom strategy
Add-on Specialist
We are also Xero Add-on Integration Specialists, enabling full automation across all your business platforms
Trusted by
Xero Charity Migration – Simplify your Non-Profit Accounting
Are you a non-profit organisation looking for cloud-based accounting software to keep your finances on track? Are you tired of managing your charity finance using outdated or complicated software? Say goodbye to these headaches with Xero.
With Xero’s non-profit accounting software, managing your charitable and non-profit organization becomes easier as you can now access necessary accounts and reports from anywhere, be it your office, at home or even while on the go.
Xero offers tools that can be tailored to the specific needs of your charity. Easily monitor donations and donors, and integrate with third-party Xero add-ons designed specifically for charities. These add-ons can streamline your fundraising processes, allowing you to track donor contributions, and produce accurate reports to help you understand your charity’s financial performance.
Benefits of Using Xero for Your Charity
With Xero, you get real-time insights, which means you always know how your money is being spent and where it’s coming from most efficiently. Here are some of the benefits of using Xero for your charity:
Real-time information provides instant cash flow insights
Keep a clear record of all donation or donors in your Xero account
Share essential donation and expense information securely online with stakeholders
Access your account with Xero Accounting app and stay connected on the go
Manage fixed assets and track depreciation easily
Customise your financial reports
Automate various financial processes with third-party add-ons designed for charities
Your audits will be mostly paperless
Xero Experts Can Help
Migrating the finances of a not-for-profit organisation can sometimes be difficult, especially if you have a large number of donors and expenses to deal with.
That’s why we’ve created a thorough migration service to help your charity switch to Xero quickly and efficiently. Our team of migration experts will help you navigate the migration process and ensure you maximise Xero’s full potential.
Whether you’re migrating from QuickBooks, Sage or other accounting software, we’re ready to make the process more efficient and save you valuable time.
We also offer the option to implement of third-party add-ons that are best suited to meet the specific needs of your charity and integrate them into your Xero account. To ensure a seamless transition, we will provide bespoke Xero charity training to you and your staff, enabling you to continue utilising Xero efficiently.
Migrate from Your Existing Accounting Software to Xero
- Sage Business Cloud Accounting
- Sage 50 Desktop and Instant
- Sage X3
- Sage Intact
- Sage 200
- Sage 100
- QuickBooks Desktop
- QuickBooks Online Plus
- QuickBooks Online Pro
- QuickBooks Desktop Premium
- QuickBooks Online Advanced
- QuickBooks Online
- Quickfile
- Freeagent
- Wave Accounting
- Pandle
- Quicken
- ZipBooks
- Kashflow
- Exchequer
- VT Transaction Plus
- Exact
- GoDaddy Bookkeeping
- Freshbooks
- ClearBooks
- Zoho Books
- MoneyWorks
- Microsoft Dynamics GP
- Tas Book
- MYOB and MYOB Essential
- Netsuite
- Access Dimension
- Accounts Portal
- Akaunting
- Crunch
- Excel Data Sheet
Our Charity Migration Service Includes:
- Xero Accounting Software Introduction
- Set up Xero for your not-for-profit organisation
- Setup financial settings
- Charts of accounts customisation for charity and non-for-profit organisation
- Import Historical transactions
- Import and setup historical project transactions
- Customisation of your dashboard
- Creating contacts (donors, suppliers and employees)
- Xero Invoice Settings and customise invoice
- Payment Gateway and direct debit apps setup review
- Setup Bank Accounts and Bank rules
- Reconciliation of Bank, transfers and Bank rule setup
- Recording of petty Cash payment
- Set up Tracking Categories to monitor funds
- Profit and loss report by funds
- Recording of prepayment and accrual transaction
- Fixed Assets registrar and deprecation
- Monthly wages, PAYE and pension journal posting
- Reconcile wages, pension and PAYE payment in Bank
- Integrating third party add-ons to your Xero account
- 4 hours of Xero Charity Training for you and your staff
- Zoom-based live support as well as email follow-up
Our Charity Migration – How It Works
Book a Discovery Call
Contact us to schedule a no obligation 30-minute initial consultation to discuss the specific needs of your non-profit organisation
Get a Quote and a Plan
After conducting a thorough analysis, we’ll create a bespoke plan and provide you with an online quote, which will include a comprehensive cost breakdown
We get to Work
After you’ve accepted our proposal and given us the necessary data, we’ll begin the migration process with a turnaround time from three to five hours or up to ten business days
Training & Continuous Support
To make sure everything is operating well, we evaluate the new system, train you and your staff, and provide continuous support via Zoom and email
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Xero Pro Setup
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Xero Basic Setup
Xero Basic Setup is an ideal solution for start-up and new businesses, offering data migration and conversion into Xero from existing system