Moving from spreadsheets or legacy desktop software to Xero or QuickBooks is worth doing properly, a rushed migration often loses historical data integrity or sets up a chart of accounts that doesn’t match how your business actually operates. We handle the migration end-to-end, including getting your team comfortable using it.
What’s included
- Chart of accounts setup tailored to your business and industry
- Migration of historical transaction data from your previous system or spreadsheets
- Bank feed connection and reconciliation setup
- Staff training on day-to-day use of the new system
- Ongoing support during the transition period
Who this is for
Businesses moving off spreadsheets or outdated software, or switching cloud accounting platforms for a better fit with their current size and needs.
How this fits with our other services
Once set up, this integrates directly with our Monthly or Quarterly Bookkeeping services if you’d like us to manage the system ongoing, or we can hand it fully over to your internal team.