Xero to Xero Migration
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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
Xero Experts: Xero to Xero Conversion Made Simple
In the digital era, accounting has stepped out of the ledger books and into the cloud. We understand that businesses need adaptable, secure, and efficient accounting systems. And for many, Xero has become the go-to solution.
Switching between accounting systems is a challenge, but what if you need to transfer between two accounts of the same platform? This is where Xero Experts steps in to make your life easier. We offer seamless conversions between Xero accounts, ensuring your financial data remains accurate and intact.
What is Xero to Xero Conversion?
Sometimes, businesses might find themselves in a position where they need to move data between two Xero accounts. This could be due to various reasons like company mergers, restructuring, or simply wanting to have a fresh start. Our Xero to Xero conversion service caters to these unique requirements.
Scenarios where Xero to Xero Migration is Beneficial
- Currency Change: Have you ever set a currency default in your Xero account and then realised it needs changing? As you know by now, once you've set a default currency in your Xero account, it's fixed. But what if you need to change it now? We solve this issue by creating a new Xero account for your organisation, with all your details migrated to this Xero account, and the new desired currency.
- Region Change: Life happens. You might have relocated to a different country or realised you initially selected the wrong region in your account. At Xero Experts, we help in transferring your data to a new Xero account aligned with the desired region, all without losing any vital information.
- Consolidating Xero Accounts: Have multiple Xero accounts? Simplify your expense management by merging them into a single account, making it easier to track all transactions, save time, and ultimately, money! If you're looking to streamline your financial tracking by merging two Xero accounts into a single one, we’re here to assist. This brings all your financial data under one roof, streamlining expense management and potentially saving both time and costs.
- Separating a Single Xero Account: On the flip side, if you need to break down one account into two for better management or clarity, we make that transition smooth and efficient.
- Business Evolution: As businesses grow and evolve, there might be reasons like merging entities or changing business structures. This service ensures your financial data moves along with you.
Simplifying the Complex
We know “Xero to Xero” might sound like you’re going in circles, but with us, it’s a straight line to success. Forget about technical jargon and complex process; our approach is clear and efficient.
- Company Details Setup: Configuring the company profile in the new or restructured Xero account.
- Opening Balance Migration: Transferring the opening balances.
- Historical Financial Statement Migration: Transferring historical Profit and Loss Statements and Balance Sheet balances.
- Customer and Supplier Contact Import: Importing essential contact details for customers and suppliers.
- Bank Rules Setup: Establishing bank rules for efficient transaction categorisation.
- Team Access: Issuing login credentials for your team to access the new or restructured Xero account.
- Customised Reporting: Tailoring reports to meet your business requirements.
- Chart of Accounts Migration and Setup: Migrating and setting up your Chart of Accounts to according to your needs.
- Bank Account and Feed Setup: Establishing bank accounts and feeds for real-time financial monitoring.
- Historical Transaction Import: Importing all previous transactions from the existing Xero account.
- Accounts Receivable and Payable Invoices Migration: Migrating both receivable and payable invoices to maintain accurate records.
- Tracking Category/Department Setup: Setting up tracking categories or departments to facilitate segmented reporting.
- Fixed Asset Register and Depreciation Rules Import and Setup: Migrating and configuring fixed asset registers along with depreciation rules.
- Dashboard Customisation: Customising Xero dashboard for clear financial overview.
- Invoice Template Customisation: Customising invoice templates to your specific needs.
- Payment Gateway Setup: Configuring payment gateway to streamline the invoicing and payment process.
- 30-Day Post-Conversion Support: Offering 30 days of email and live online support via Zoom, ensuring a smooth adaptation to the updated Xero setup.
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
Get Started with Your Xero to Xero Transition
Xero Experts prioritises your convenience. Our expert team is dedicated to ensuring that your data transfer from one Xero account to another is seamless. Put the worries of manual migration behind you and experience the simplicity of our services.
Some of our Xero Conversion Clients
