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Xero Migration

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:

  • Sage
  • Quickbooks
  • Kashflow
  • 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
  • Contacts
  • 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.

After your free two hour training session, if you find you want advanced xero training or xero payroll training, we provide this either in house or at your place of work.

Ready to move over to Xero? Book a call with us.

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    Essential Xero features

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    An Approach to Xero Migration

    Migrating from a traditional paper-based accounting system to a cloud-based solution like Xero can be a transformative step for an SME (small and medium-sized enterprise). This transition involves careful consideration of various aspects to ensure a smooth and successful migration.

    First and foremost, it’s crucial to conduct a thorough assessment of your current paper-based accounting processes. Understand the intricacies of how your business handles financial transactions, record-keeping, and reporting. This evaluation will help identify the specific requirements and functionalities needed in the cloud-based accounting system to effectively replicate or improve existing processes.

    Next, consider the training and skill development needed for your employees. Moving to a cloud-based system like Xero often requires a shift in skill sets and a change in the way tasks are executed. Providing adequate training to employees is essential to ensure they can effectively utilize the new system, leverage its features, and maximise its benefits for the business.

    Data migration is a critical aspect of this transition. Plan meticulously for the transfer of data from your paper-based records to the cloud-based system. Accurate and complete data migration is vital to maintain historical records and ensure continuity in financial reporting. Work closely with the cloud service provider and follow their guidelines to ensure a seamless transfer of information.

    Another vital consideration is the integration of the cloud-based accounting system with other software and applications your business uses. Evaluate the compatibility of Xero with existing tools such as CRM systems, payment gateways, and inventory management software. Seamless integration ensures that various facets of your business operations work harmoniously, reducing manual efforts and enhancing efficiency.

    Security and data privacy are paramount concerns when migrating to a cloud-based system. Understand the security measures implemented by Xero and ensure they align with your business’s security requirements and compliance standards. Additionally, educate your team about best practices for maintaining data security and privacy while using the new platform.

    Consider the scalability and flexibility of Xero for accommodating your business’s growth. Ensure that the chosen cloud-based solution can adapt to the evolving needs of your SME and handle increased volumes of transactions and data as your business expands.

    Lastly, engage with a reputable implementation partner or seek assistance from Xero experts to guide you through the migration process. Their expertise and experience can prove invaluable in ensuring a successful transition, minimizing disruptions, and optimizing the benefits of a cloud-based accounting system for your SME.

    Steve Marshall
    Steve Marshall
    The whole team at Direct Peak have been amazing to work with. Everything we have been looking for from an accountant. Thank you from Acoustic Associates
    Luke Tyler
    Luke Tyler
    The Direct Peak team are exceptional in all they do. They demystify my questions on accounting, offer clear, sound advice, and help me to make informed decisions about my business.
    Don Wiid
    Don Wiid
    Karl Newman and his team help us with our Xero accounts system, making sure it is accurate and up to date. The real value though, is Karl's experience as a management accountant, providing indispensable advice on a monthly basis to ensure we keep growing.
    Craig Sawyer
    Craig Sawyer
    Direct Peak are the perfect accountants for me. Always helpful and friendly. They take away any of my accountancy headaches which allows me the time to focus on my business. Would highly recommend them and do to any business owners I can. Thank you all !
    Kelsey Brace
    Kelsey Brace
    I've worked with Karl & Direct Peak for years. They have always provided great service and advice. Highly recommeded!
    Sana Hanassi-Savari
    Sana Hanassi-Savari
    Great service, I would highly recommend them. The team are friendly, always around to help and very knowledgable.
    Simply Antivirus
    Simply Antivirus
    Direct Peak was the right choice for us. Outstanding friendly service. The team are highly knowledgeable regarding tax and financial matters, and they have been an asset to the running of our business. Very approachable and have an answer to all my questions. Highly recommend them! Very well done guys!
    catherine Johnson
    catherine Johnson
    I recently changed my Accounting to Direct Peak, mainly due to Karls brilliant support with advice regarding making Tax Digital and around my business growth intentions. Having run my own small business and being with my previous accountant for 13 years, I have been SUPER impressed with every aspect of the move - the advice, the support, and mostly the friendliness of the team and their willingness to want to help. Eve has been so amazing at supporting me to make the transition to Digital VAT returns - I cannot recommend Karl and his team at Direct Peak highly enough - Thanks Guys!
    Peter Baker
    Peter Baker
    Karl has been outstandingly patient and generous with his time. I cannot recommended Karl enough. He has helped massively in starting up my own company.
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    Dedicated Contact

    Direct Peak provides a dedicated business tax accountant, who will prepare your annual accounts and tax returns. They will be on hand to answer any tax queries you have.

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    Tax Efficient

    Your business tax accountant will ensure that the company is set up in the most tax-efficient way and that you are claiming for all the correct expenses to maximise your earnings.

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    Quick Turnaround

    We aim to turn around the annual accounts and tax returns quickly to give you visibility of your tax bill well in advance of it being due.