Sage 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
Sage to Xero Implementation
Ready to make the switch from Sage to Xero? 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 Sage 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 processes and make the most of Xero’s features.
We’ll be happy to answer any of your questions about Xero or the migration process. So, what are you waiting for? Book a discovery call with us today and let’s get started on your Sage to Xero migration.
We can seamlessly migrate data from the following Sage products:
– Sage Business Cloud (Formerly Sage One)
– Sage 50
– Sage Intacct
– Sage 200 and
– Sage Instant.
Sage to Xero Conversion | What we will do
- Company details Setup
- Migrate opening balance from Sage
- Import historical transactions from Sage 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
Some of our Xero Conversion Clients
