We make migrating to Xero/QB online simple, efficient, and error-free. Here’s how:
Step 1: Analysis of Your Current System
- Assess your existing accounting software or manual records.
- Identify essential data to transfer (e.g., invoices, customer/vendor lists, chart of accounts).
Step 2: Planning the Migration
- Design a customized migration plan based on your business needs.
- Decide on the best time to migrate (e.g., fiscal year start or end).
Step 3: Data Extraction
- Export financial data from your existing system.
- Validate and clean the data to avoid duplication or errors.
Step 4: Setting Up Xero/QB Online
- Configure Xero/QB online with your business details, preferences, and chart of accounts.
- Import customer and supplier information, opening balances, and transaction history.
Step 5: Testing and Reconciliation
- Conduct a thorough review of migrated data.
- Reconcile accounts to ensure accuracy and completeness.
Step 6: Training and Support
- Provide tailored training sessions for you and your team.
- Ongoing support to address questions and ensure a smooth transition.