If you are looking to move to Xero, but don’t want to do it alone, Direct Peak can help! Direct Peak are Xero Migration Certified and have successfully completed many migrations to Xero. All new clients receive our migration service free of charge along with two hours training to get up and running with the essentials.
Which software’s can we migrate over to Xero?
The answer is, we can move any software you are currently using over to Xero as long as we can export reports to a csv file. Some of the more popular software’s we have migrated from are listed below:
- Microsoft Excel
What to expect?
We will always move at the start of a new month and if the business is VAT registered, we will always move at the start of a VAT Quarter.
Generally we won’t bring over any historical data apart from any outstanding debtors and creditors.
There will be a migration window of 2 months
Month 1 will be the final month of your current VAT quarter, which is when we will prepare Xero ready for use on the first day of Month 2. You can expect the following to be in place:
- Bank Feeds
- Chart of Accounts
- Custom Reports
Month 2 will be the first month of your new VAT quarter where all new transactions will be in Xero. During month 2 we will enter your opening balances taken from your previous accounting software to ensure the trial balance is completely reconciled.
Ready to move over to Xero? Book a call with us.
Essential Xero features
Time to learn about the features you’ll use regularly in Xero, and see how they make managing small business finances easier than ever.